Summary
WorthPointe
Founded in 2000
Description
WorthPointe Financial Planners stay at the forefront of the industry, testing out new technology to streamline processes internally and for our clients. As a fee-only financial planning firm, we are the trusted partner supporting our clients as they co...
Strengths
- WorthPointe 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 WorthPointe 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
WorthPointe's annual revenue
$4293000
Based on Kona Equity data
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Revenue per employee
$286200
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Variance of revenue growth
0.01
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Annual revenue growth since founding
$195863
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Revenue growth rate from first known quarter to current
19.7%
Employee Count
15 employees
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Employee growth rate from first known quarter to current
11.1%
Executives
Ami Murofushi
Operations
a**@worthpointeinvest.comMorgan Smith
Partner
m**@worthpointeinvest.comDouglas Bolles
Partner, Wealth Manager
d**@worthpointeinvest.comAllison Blake
Chief Operating Officer
a**@worthpointeinvest.comAnthony Ferreira
Financial Planner
a**@worthpointeinvest.comKlair Vanslyke
Brand Manager
k**@worthpointeinvest.comKermit Johns
Partner, Financial Planner
k**@worthpointeinvest.comJoshua Wilson
Chief Investment Officer & Partner
j**@worthpointeinvest.comJoelle Jackson
Manager, Wealth
j**@worthpointeinvest.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
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Rank
1.36 M
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Daily time
1:25
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Bounce Rate
90.9 %
Location
Unlock unlimited leads
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Key Information
- Name: WorthPointe
- Category: Financial services
- Industry: Financial planner
- SIC: 73; 8721
- NAICS: 523910; 523
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Firmographic data G Score of 6 Founded in 2000 SIC: 73 SIC: 8721 NAICS: 523910 NAICS: 523 #Accounting & Accounting Services #Business Services
Frequently Asked Questions
WorthPointe's headquarters are located at 888 Prospect St, Ste 200 #210 La Jolla, CA 92037.
WorthPointe's official website is worthpointeinvest.com
WorthPointe's annual revenue is $4.3 M.
WorthPointe's SIC: 73; 8721
WorthPointe's NAICS: 523910; 523.
WorthPointe has 15 employees
WorthPointe is in the industry of Financial services.
