Summary

Topo Financial

Founded in 1985

Description

Topo Financial is a boutique style, full service brokerage that takes insurance personally. We specialize in life, annuity, long term care, and disability insurance. We cater to the individual and unique needs of our clients, the agents who support the...

Strengths

  • Topo Financial 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
  • Since Topo Financial was founded, the company has grown faster than the industry average

Weaknesses

  • Variance of revenue growth is more than the industry average

Annual Revenue

Topo Financial's annual revenue

$19894000

Based on Kona Equity data

  • Revenue per employee

    $361709

  • Variance of revenue growth

    2.19

  • Annual revenue growth since founding

    $2414166

  • Revenue growth rate from first known quarter to current

    1348.5%

Employee Count

55 employees

  • Employee growth rate from first known quarter to current

    180.0%

Executives

Geoff Zellers

President & Co-Founder

g**@topofinancial.com

Kendra Harris

Case Manager

k**@topofinancial.com

Steve Webb

Director, Brokerage

s**@topofinancial.com

Geoffery Zellers

President & Co-Founder

g**@topofinancial.com

Kate Rawlins

Admin. Assistant

k**@topofinancial.com

Kelsi Sanderson

Contracting Licensing Specialist

k**@topofinancial.com

Mabel Peak

Case Manager

m**@topofinancial.com

Kitchener Larsen

Managing Agent, Trainer, Recruiter

k**@topofinancial.com

Brian Bell

Regional Account Manager

b**@topofinancial.com

G Score - 5

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.
  • 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.
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

147 N 2nd E, Ste. 2 
Rexburg, ID  83440

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Key Information

  • SIC: 63; 631
  • NAICS: 5242; 524
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Topo Financial.

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Frequently Asked Questions

Where is Topo Financial located?

Topo Financial's headquarters are located at 147 N 2nd E, Ste. 2  Rexburg, ID  83440.


What is Topo Financial's official website?

Topo Financial's official website is topofinancial.com


What is Topo Financial's revenue?

Topo Financial's annual revenue is $19.9 M.


What is Topo Financial's SIC code?

Topo Financial's SIC: 63; 631


What is Topo Financial's NAICS code?

Topo Financial's NAICS: 5242; 524.


How many employees does Topo Financial's have?

Topo Financial has 55 employees


What industry does Topo Financial belong to?

Topo Financial is in the industry of Insurance.

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