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Waypoint Financial Partners LLC

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Waypoint Financial Partners LLC in Franklin, TN

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Summary

Waypoint Financial Partners LLC logo
Name
Waypoint Financial Partners LLC
Year founded
2004
Description

In the complex world of finance few choose to travel the path to financial success alone. Waypoint Financial Partners is a team of professional advisors with more than 200 years of combined experience guiding clients through their financial decision making. With more than 650 million dollars in assets under management, we serve thousands of clients from our five Tennessee office locations with their individual and business planning needs.

Strengths
  • Waypoint Financial Partners LLC 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 Waypoint Financial Partners LLC was founded, the company has grown faster than the industry average
Weaknesses

Annual Revenue

$15480000

Revenue per employee

$
218028

Variance of revenue growth

0.01

Annual revenue growth since founding

$
967500

Revenue growth rate from first known quarter to current

68.3 %

Employee Count

71 employees

Employee growth rate from first known quarter to current

54.3 %

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

G6

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

Location

continent
location

6840 Carothers Pkwy., Ste. 100 
Franklin, TN  37067

Ideal Fit Acquirer

Best Private Equity firm

Sopris Capital

Kona Equity can help connect Waypoint Financial Partners LLC to Sopris Capital to discuss future partnerships, facilitate mergers and acquisitions conversations, financing events, and thoughts on the future.

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Key Information

Name:

Waypoint Financial Partners LLC

Tags:

Investment Banking; Finance

Website:

https://www.waypointfinancialpartners.com

Industry:

Financial Planner

LinkedIn:

https://www.linkedin.com/company/axa-advisors

Facebook:

https://www.facebook.com/AllisonStubbsAXA

SIC:

62

Twitter:

robotworx

NAICS:

523; 52