Ellevate Advisors

Business Services · Oklahoma, United States · 1-10 Employees

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Overview

Headquarters

7107 S Yale Ave 106, Tulsa, Oklahoma, 74...

Phone Number

(628) 777-3553

Revenue

<$5 Million

Industry

Business Services Project Management
ZI Rank: 1
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ZI Rank
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About Ellevate Advisors

Ellevate Advisors specializes in financial planning and business consulting specifically for financial advisors, helping them secure their family's future and establish lasting businesses. Their services include financial planning, continuity planning, and succession planning tailored to the unique needs of advisors. The firm aims to ensure that financial advisors can focus on their personal lives without the worry of their business collapsing or their family's financial security being at risk. Ellevate Advisors offers a holistic coaching approach with strategic industry expertise to guide advisors through business and life transitions.Explore more
Ellevate Advisors's Social MediaPopular SearchesEllevate Advisors LLCEllevate AdvisorsEllevateadvisorsSIC Code 87,874NAICS Code 54,541Show more

Ellevate Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ellevate Advisors

<$5M
1-10
Private
-
-
AR
Aron RomasantaChief Financial Officer
$7.6M
11-50
Private
-
2013
TA
Thomas AbboudRegistered Investment Advisor
<$5M
11-50
Private
-
1995
AM
Alana MacyPartner, Wealth Advisor
<$5M
1-10
Private
-
-
JR
Jenna RileyFinancial Advisor
<$5M
1-10
Private
-
-
DT
David TheisNapfa-Registered Financial Advisor
<$5M
1-10
Private
-
2006
MM
Matthew MorrisPartner, Chief Investment Officer
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Ellevate Advisors is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Ellevate Advisors is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Ellevate Advisors.

Ellevate Advisors Tech Stack

A closer look at the technologies used by Ellevate Advisors

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Frequently Asked Questions Regarding Ellevate Advisors

What is Ellevate Advisors's official website?
Ellevate Advisors's official website is www.ellevateadvisors.com
What is Ellevate Advisors's Revenue?
Ellevate Advisors's revenue is <$5 Million
What is Ellevate Advisors's SIC code?
Ellevate Advisors's SIC: 87,874
What is Ellevate Advisors's NAICS code?
Ellevate Advisors's NAICS: 54,541
How many employees does Ellevate Advisors have?
Ellevate Advisors has 1-10 employees
What industry does Ellevate Advisors belong to?
Ellevate Advisors is in the industry of: Business Services, Project Management
What is Ellevate Advisors competition?
Ellevate Advisors top competitors include: Hargrave Fiduciary Advisors, Sunburst Financial, Abboud Financial Planning, Bloom Wealth Advisors
What technology does Ellevate Advisors use?
Some of the popular technologies that Ellevate Advisors uses are: Google Universal Analytics, MailChimp, Squarespace Online Stores, Adobe Typekit
Who is the CFO of Ellevate Advisors?
Ellevate Advisors's CFO is Aron Romasanta
How do I contact Ellevate Advisors?
Ellevate Advisors contact info: Phone number: (628) 777-3553 Website: www.ellevateadvisors.com
What does Ellevate Advisors do?

Ellevate Advisors specializes in financial planning and business consulting specifically for financial advisors, helping them secure their family's future and establish lasting businesses. Their services include financial planning, continuity planning, and succession planning tailored to the unique needs of advisors. The firm aims to ensure that fi... nancial advisors can focus on their personal lives without the worry of their business collapsing or their family's financial security being at risk. Ellevate Advisors offers a holistic coaching approach with strategic industry expertise to guide advisors through business and life transitions.Read More

What are Ellevate Advisors social media links?
Ellevate Advisors Linkedin page Ellevate Advisors Twitter page Ellevate Advisors Facebook page
Is Ellevate Advisors a public company?
Ellevate Advisors is private company therefore does not currently have an official ticker symbol
See more information about Ellevate Advisors

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