Summary
StateTrust Wealth
Founded in 1990
Description
StateTrust Group is a conglomerate of companies with extensive financial experience. StateTrust Investments, Inc. is a registered US brokerage firm (broker dealer) under the regulatory supervision of the US Securities and Exchange Commission (SEC). The...
Strengths
- StateTrust Wealth has a strong market share in their industry
- 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
- Since StateTrust Wealth was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
Annual Revenue
StateTrust Wealth's annual revenue
$12704000
Based on Kona Equity data
-
Revenue per employee
$189612
-
Variance of revenue growth
0.05
-
Annual revenue growth since founding
$564636
-
Revenue growth rate from first known quarter to current
77.5%
Employee Count
67 employees
-
Employee growth rate from first known quarter to current
65.7%
Executives
Luis Garcia
Vice President, International Marketing
l**@statetrust.comNapoleon Aponte
Chief Compliance Officer
n**@statetrust.comPaula Villacis
Oficial De Negocios
p**@statetrust.comYvet Reyes
Financial Controller
y**@statetrust.comRoxana Santana
Operations Analyst
r**@statetrust.comTania Hernandez
Vice President
t**@statetrust.comJuan Delgado
Director, Technology Operations
j**@statetrust.comJose Maya
Regional Sales Director
j**@statetrust.comGrant Pierre
Corporate Credit Sales Trader
g**@statetrust.comRene Fara
DIrector
r**@statetrust.comGerman Acosta
Vice President, Software
g**@statetrust.comPierre Grant
Corporate Credit Sales Trader
p**@statetrust.comLuis Statetrust
Vice President
l**@statetrust.comLeyset Motes
Front Desk Administrator & Assistant
l**@statetrust.comLourdes Ponte
Chief of Staff
l**@statetrust.comCecilia Silva
Collection Manager
c**@statetrust.comNuvia Gomez
Consultor Financiero Internacional
n**@statetrust.comJason Houser
Intern
j**@statetrust.comNick Wilson
Certified Clifton Strengths Coach SelfEmployed Zealand
n**@statetrust.comCarmen Cividanes
Vice President Private Client Group and Financial Advisor
c**@statetrust.comJoseph Turnes
CEO
j**@statetrust.comValentino Maccarini
Managing Partner
v**@statetrust.comFernando Marx
Regional Director, Business
f**@statetrust.comGabriela Espinoza
Contador Junior
g**@statetrust.comWinston Castro
Assistant Vice President Securities Manager and Assistant Trader
w**@statetrust.comAlexander Turnes-Jimenez
Senior Manager, Contracts
a**@statetrust.comMara Carmen
Sub Manager
m**@statetrust.comCaty Jurado
Supervisor, Service Team
c**@statetrust.comPhone Capital
Chief Executive Officer & Chairman
p**@statetrust.comG Score - 6
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- 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
- G6 Annual revenue growth since founding is higher than the industry average.
- G7 Website traffic rankings are better than the industry average
Web Analysis
-
Rank
3.09 M
-
Page views per visitor
1.0
-
Daily time
-
Location
Unlock unlimited leads
Similar Companies
Cassaday & Company Inc
cassaday.com- Founded in 1993
- Location: Mc Lean, VA
- Annual Revenue: $19.7M
- Employees: 49
- Cassaday & Company, Inc. is a nationally recognized independent wealth management firm that provides comprehensive financial planning and investment management strategies. Founded in 1993 by Stephan Q. Cassaday, the company's vision is to offer proacti...
SMITH SALLEY & ASSOCIATES LLC
smith-salley.com- Founded in 2003
- Location: Greensboro, NC
- Annual Revenue: $2.4M
- Employees: 9
- Smith, Salley & Associates is a trusted wealth management firm that provides financial planning, investment management and trust services in Greensboro, Winston Salem, High Point, North Carolina, South Carolina, Virginia and across the US.
Central Bancorp
centralbancorp.com- Founded in 2006
- Location: Colorado Springs, CO
- Annual Revenue: $10.0M
- Employees: 44
- Welcome to Central Bancorp, a financial services company big enough to deliver, and real enough to care. Explore our family of integrated financial services.
FFC CAPITAL ADVISORS LLC
ffc-capital.com- Founded in 2001
- Location: New Orleans, LA
- Annual Revenue: $5.4M
- Employees: 22
- Intelligently Engineered Investment Solutions.
Dividend Assets Capital LLC
dacapitalsc.com- Founded in 2014
- Location: Ridgeland, SC
- Annual Revenue: $3.4M
- Employees: 13
- Clarity. Simplicity. Devotion. We are an employee-owned boutique wealth management and investment firm based in the heart of South Carolinas Lowcountry. With a 40-years tried and true dividend growth philosophy and diverse, well-seasoned talent, we de...
LM Capital Securities Inc
lmcapitalsecurities.com- Location: Boca Raton, FL
- Annual Revenue: $1.5M
- Employees: 7
Key Information
- Name: StateTrust Wealth
- Category: Investment banking
- Industry: Financial Planner
- SIC: 6211; 621
- NAICS: 523910; 523
See similar companies
-
By City Boca Raton Small Financial Planner in Boca Raton Mid-size Financial Planner in Boca Raton Investment banking in Boca Raton Small Investment banking in Boca Raton Mid-size Investment banking in Boca Raton
-
By State FL Small companies in FL Investment banking in FL Small Investment banking in FL Mid-size Investment banking in FL Small Financial Planner in FL Mid-size Financial Planner in FL
-
By Category Investment banking Small Investment banking Mid-size Investment banking
-
By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Investment banking and Financial Planner
-
Firmographic data G Score of 6 Founded in 1990 SIC: 6211 SIC: 621 NAICS: 523910 NAICS: 523 #Finance #Brokerage #Investment Banking
Frequently Asked Questions
StateTrust Wealth's headquarters are located at 1750 Clint Moore Rd. 100 Boca Raton, FL 33487.
StateTrust Wealth's official website is statetrust.com
StateTrust Wealth's annual revenue is $12.7 M.
StateTrust Wealth's SIC: 6211; 621
StateTrust Wealth's NAICS: 523910; 523.
StateTrust Wealth has 67 employees
StateTrust Wealth is in the industry of Investment banking.
