Emfo

Finance · 11-50 Employees

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Overview

Phone Number

(954) 385-9624

Revenue

<$5 Million

Industry

Finance Securities Trading Venture Capital & Private Equity
ZI Rank: 1
Signal Type
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ZI Rank
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About Emfo

Scot is the Co-Founder and Chief Strategic Officer of EMFO, LLC. Scot has worked with successful families for more than three decades. Scot Hunter also founded and was CEO of Emerald Asset Advisors LLC, a Registered Investment Advisor (RIA) firm that focused on Wealth Management and Financial Planning. Emerald Asset Advisors was acquired in 2019 by SlateStone Private Client. Scot Hunter and his business partner of 20 years, Allan Budelman, are responsible for the overall strategic and corporate development activity of the firm and represent the company in various charitable initiatives and civic organizations. Based in South Florida, EMFO provides family office services to ultra-high net worth families. In the early 1990's, Scot was an original investor and helped raise the initial seed money for Ultimate Software Group. In 2019 Ultimate was taken private for 11 billion dollars. In addition, Scot founded Emerald Benefits, a health insurance consulting firm, in 1991. In 2005, Scot soldRead more
Popular SearchesEmfo LLCEmerald Asset AdvisorsEmerald Asset Advisors LLCEmerald Planning Group IncEmfoSIC Code 62,628NAICS Code 52,523Show more

Emfo Org Chart

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MC

Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Emfo

<$5M
11-50
Private
<$5M
2017
MC
Millie CastanedaDirector, Operations
$6.4M
11-50
Private
<$5M
2010
RM
Robert McCauleyChief Financial Officer
<$5M
11-50
Private
-
2009
CC
Candace CavalierCco General Counsel
<$5M
11-50
Private
-
2001
JL
Jennifer LovellCustomer Service Manager
<$5M
11-50
Private
-
1991
BS
Boman StaceyDirector, Financial Planning
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Emfo is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Emfo is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Emfo.

Emfo financials insights

Gather financial insights about Emfo, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Emfo's Financials Insights

Emfo Tech Stack

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Frequently Asked Questions Regarding Emfo

What is Emfo's official website?
Emfo's official website is www.emeraldfamilyoffice.com
What is Emfo's Revenue?
Emfo's revenue is <$5 Million
What is Emfo's SIC code?
Emfo's SIC: 62,628
What is Emfo's NAICS code?
Emfo's NAICS: 52,523
How many employees does Emfo have?
Emfo has 11-50 employees
What industry does Emfo belong to?
Emfo is in the industry of: Finance, Securities Trading, Venture Capital & Private Equity
What is Emfo competition?
Emfo top competitors include: RPg Family Wealth Advisory, Congress Wealth Management, Durbin Bennett Private Wealth Management, Focus Financial Network
What technology does Emfo use?
Some of the popular technologies that Emfo uses are: NS1, Squarespace Online Stores, Adobe Typekit, Microsoft 365
How do I contact Emfo?
Emfo contact info: Phone number: (954) 385-9624 Website: www.emeraldfamilyoffice.com
What does Emfo do?

Scot is the Co-Founder and Chief Strategic Officer of EMFO, LLC. Scot has worked with successful families for more than three decades. Scot Hunter also founded and was CEO of Emerald Asset Advisors LLC, a Registered Investment Advisor (RIA) firm that focused on Wealth Management and Financial Planning. Emerald Asset Advisors was acquired in 2019 by... SlateStone Private Client. Scot Hunter and his business partner of 20 years, Allan Budelman, are responsible for the overall strategic and corporate development activity of the firm and represent the company in various charitable initiatives and civic organizations. Based in South Florida, EMFO provides family office services to ultra-high net worth families. In the early 1990's, Scot was an original investor and helped raise the initial seed money for Ultimate Software Group. In 2019 Ultimate was taken private for 11 billion dollars. In addition, Scot founded Emerald Benefits, a health insurance consulting firm, in 1991. In 2005, Scot sold Emerald Benefits to Brown & Brown a public company. Prior to that, he founded Emerald Planning Group in 1986. Emerald Planning Group is an insurance and estate planning firm which specializes in all facets of financial planning. In 2009, Scot transitioned Emerald Planning Group to his son Josh, who is now President of Emerald Planning Group. Mr. Hunter received his bachelors degree in Business Administration from the University of Nevada at Las Vegas, graduating as an Academic All-American. Scot holds the designation of Chartered Financial Consultant (ChFC). He works with clients in California, Colorado, Florida, New Jersey, and New York. Scot has been a resident of South Florida since 1970. Please see our Form ADV for additional information on the firm and the individuals: Allan is the Co-Founder and Chief Executive Officer of EMFO, LLC, and previously served as Managing Partner and Principal for Emerald Asset Advisors. Emerald Asset Advisors was acquired in 2019 by SlateStone Private Client. Allan joined Emerald Asset Advisors ...Read More

Is Emfo a public company?
Emfo is private company therefore does not currently have an official ticker symbol
See more information about Emfo

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