Evolution Financial Advisors

Q: What is Evolution Financial Advisors's official website?

Evolution Financial Advisors's official website is www.evolutionfa.com

Q: What is Evolution Financial Advisors's Revenue?

Evolution Financial Advisors's revenue is <$5 Million

Q: What is Evolution Financial Advisors's SIC code?

Evolution Financial Advisors's SIC: 87,874

Q: What is Evolution Financial Advisors's NAICS code?

Evolution Financial Advisors's NAICS: 54,541

Q: How many employees does Evolution Financial Advisors have?

Evolution Financial Advisors has 1-10 employees

Q: What industry does Evolution Financial Advisors belong to?

Evolution Financial Advisors is in the industry of: Business Services , Project Management

Q: What is Evolution Financial Advisors competition?

Evolution Financial Advisors top competitors include: Mundi Financial , Coburn Financial , Nobile Hinchey Private Wealth Management

Q: What technology does Evolution Financial Advisors use?

Some of the popular technologies that Evolution Financial Advisors uses are: WordPress.org, PHP, Microsoft 365, Mailgun

Q: How do I contact Evolution Financial Advisors?

Evolution Financial Advisors contact info: Phone number: (585) 433-9124 Website: www.evolutionfa.com

Q: What does Evolution Financial Advisors do?

Evolution Financial Advisors is an independent OSJ that provides conflict-free support and expert back-office guidance to financial advisors. They offer tailored solutions for various stages of business growth, including transitions from IBD to OSJ and wirehouse to OSJ. Their services focus on enhancing efficiency, facilitating mergers and acquisit... ions, and planning for succession and continuity. The firm is dedicated to helping advisors navigate challenges and achieve sustainable growth without competing for clients. Read More

Business Services · New York, United States · 1-10 Employees

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Overview

Headquarters

580 Fishers Station Dr Ste B, Victor, Ne...

Phone Number

(585) 433-9124

Website

www.evolutionfa.com

Revenue

<$5 Million

Industry

Business Services

Project Management

About Evolution Financial Advisors

Evolution Financial Advisors is an independent OSJ that provides conflict-free support and expert back-office guidance to financial advisors. They offer tailored solutions for various stages of business growth, including transitions from IBD to OSJ and wirehouse to OSJ. Their services focus on enhancing efficiency, facilitating mergers and acquisitions, and planning for succession and continuity. The firm is dedicated to helping advisors navigate challenges and achieve sustainable growth without competing for clients.Explore more

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SIC Code 87,874NAICS Code 54,541Show more

Evolution Financial Advisors Org Chart

Phone

Victoria Bach

President

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Evolution Financial Advis...

<$5M

1-10

Private

2016

Victoria BachPresident

Nobile Hinchey Private We...

<$5M

1-10

Private

<$5M

2011

Patrick KeavenyInsurance Partner

Mundi Financial

<$5M

1-10

Private

2019

William KrivicichCEO & Founder

Coburn Financial

<$5M

1-10

Private

1934

Robert ConatyVice President, Wealth Management

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Evolution Financial Advisors Tech Stack

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PHP

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Frequently Asked Questions Regarding Evolution Financial Advisors

What is Evolution Financial Advisors's official website?

Evolution Financial Advisors's official website is www.evolutionfa.com

What is Evolution Financial Advisors's Revenue?

Evolution Financial Advisors's revenue is <$5 Million

What is Evolution Financial Advisors's SIC code?

Evolution Financial Advisors's SIC: 87,874

What is Evolution Financial Advisors's NAICS code?

Evolution Financial Advisors's NAICS: 54,541

How many employees does Evolution Financial Advisors have?

Evolution Financial Advisors has 1-10 employees

What industry does Evolution Financial Advisors belong to?

Evolution Financial Advisors is in the industry of: Business Services, Project Management

What is Evolution Financial Advisors competition?

Evolution Financial Advisors top competitors include: Mundi Financial, Coburn Financial, Nobile Hinchey Private Wealth Management

What technology does Evolution Financial Advisors use?

Some of the popular technologies that Evolution Financial Advisors uses are: WordPress.org, PHP, Microsoft 365, Mailgun

How do I contact Evolution Financial Advisors?

Evolution Financial Advisors contact info: Phone number: (585) 433-9124 Website: www.evolutionfa.com

What does Evolution Financial Advisors do?

What are Evolution Financial Advisors social media links?

Evolution Financial Advisors Linkedin page Evolution Financial Advisors Facebook page

Is Evolution Financial Advisors a public company?

Evolution Financial Advisors is private company therefore does not currently have an official ticker symbol

See more information about Evolution Financial Advisors

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