Summary

UGRU Financial Coaching

Founded in 2011

Description

UGRU CRM is a full-featured, integrated CRM for financial planners and advisors. It offers the best financial planning software and is FINRA compliant. The CRM includes sales force automation, contact management, sales forecasting, and sales pipeline m...

Strengths

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

Annual Revenue

UGRU Financial Coaching's annual revenue

$2824000

Based on Kona Equity data

  • Revenue per employee

    $470667

  • Variance of revenue growth

    0.15

  • Annual revenue growth since founding

    $873636

  • Revenue growth rate from first known quarter to current

    17.2%

Employee Count

6 employees

  • Employee growth rate from first known quarter to current

    9.8%

Executives

Dave Collins

Manager, Channel Marketing

d**@ugru.com

Dinis Ueldanov

Lead Software Developer

d**@ugru.com

Cindy Gulliver

Vice President, Implementations

c**@ugru.com

Ken Gulliver

President

k**@ugru.com

Orion Fliessbach

Vice President, Training

o**@ugru.com

Herb Hickmore

Channel Sales Manager

h**@ugru.com

Kyle Shaffer

Channel Sales Manager

k**@ugru.com

Vinnie Greaves

Channel Sales

v**@ugru.com

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

Location

624 Holly Springs Rd. Ste. 207 
Holly Springs, NC  27540

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Key Information

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 UGRU Financial Coaching.

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Frequently Asked Questions

Where is UGRU Financial Coaching located?

UGRU Financial Coaching's headquarters are located at 624 Holly Springs Rd. Ste. 207  Holly Springs, NC  27540.


What is UGRU Financial Coaching's official website?

UGRU Financial Coaching's official website is ugru.com


What is UGRU Financial Coaching's revenue?

UGRU Financial Coaching's annual revenue is $2.8 M.


How many employees does UGRU Financial Coaching's have?

UGRU Financial Coaching has 6 employees


What industry does UGRU Financial Coaching belong to?

UGRU Financial Coaching is in the industry of Professional training & coaching.

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