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Mosaic Wealth Partners

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Mosaic Wealth Partners in Rockville, MD

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Summary

Mosaic Wealth Partners logo
Name
Mosaic Wealth Partners
Domain
Description

At MOSAIC Wealth Partners, we are dedicated to providing our clients with professional and innovative financial guidance and expertise tailored to help meet your individual and/or business goals. We focus on helping pre-retirees and retirees maintain their standard of living throughout extended retirement periods by:

Strengths
  • Mosaic Wealth Partners has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Revenue growth is more steady than the industry average
Weaknesses

Annual Revenue

$10466000

Revenue per employee

$
218041

Variance of revenue growth

0.01

Annual revenue growth since founding

$
None

Revenue growth rate from first known quarter to current

109.3 %

Employee Count

48 employees

Employee growth rate from first known quarter to current

92.0 %

G Score

G Score

G1

Revenue is greater than the industry median.

G2

Income per employee more than industry average.

G3

Revenue growth rate from the first known quarter to current is higher than the industry average.

G4

Employee growth rate from the first known quarter to current is higher than the industry average.

G5

Variance of revenue growth is less than the industry average

Location

continent
location

7529 Standish Pl. , Ste. 345 
Rockville, MD  20855

Ideal Fit Acquirer

Best Private Equity firm

CVC Capital Partners

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Key Information

Name:

Mosaic Wealth Partners

Tags:

Investment Banking; Finance

Website:

https://www.mosaicwp.com

Industry:

Financial Planner

SIC:

62

NAICS:

523; 52