Trajan Wealth Revenue and Competitors

Phoenix, AZ USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Trajan Wealth's estimated annual revenue is currently $16M per year.(i)
  • Trajan Wealth's estimated revenue per employee is $210,000

Employee Data

  • Trajan Wealth has 76 Employees.(i)
  • Trajan Wealth grew their employee count by 27% last year.

Trajan Wealth's People

NameTitleEmail/Phone
1
Chief Investment OfficerReveal Email/Phone
2
Chief Marketing OfficerReveal Email/Phone
3
Chief Administrative Officer (CAO)Reveal Email/Phone
4
Chief Compliance OfficerReveal Email/Phone
5
Chief Operating OfficerReveal Email/Phone
6
Portfolio ManagerReveal Email/Phone
7
Continuous Improvement ManagerReveal Email/Phone
8
Manager - Client Development Team / Manager - Portfolio Management GroupReveal Email/Phone
9
Manager - Client Portfolio Management and Client DevelopmentReveal Email/Phone
10
Portfolio ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$6.9M4158%N/AN/A
#2
$35.1M15219%N/AN/A
#3
$7.9M470%N/AN/A
#4
$18.9M905%N/AN/A
#5
$21M10014%N/AN/A
#6
$40M17312%N/AN/A
#7
$7.2M432%N/AN/A
#8
$6M366%N/AN/A
#9
$5.4M32300%N/AN/A
#10
$37.7M163N/AN/AN/A
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What Is Trajan Wealth?

Trajan Wealth is an independent financial services company dedicated to helping affluent investors make sense of their current and future financial lives. As a Registered Investment Advisor (RIA), we have the experience, knowledge and dedication to help navigate the ever changing economic landscape. The name Trajan was given to a Roman Emperor who reigned from 98 to 117 AD. Marcus Augustus, also known as Trajan, was credited for the largest growth in the Roman Empire. Trajan was given the nickname "Optimus," which means best, and he is considered the best of all Roman Caesars. Trajan the Emperor introduced programs that helped cities whose finances were strained and helped reduce taxation. Like the emperor, Trajan Wealth's values include low cost, low fee savings programs that will either help reduce or diminish your tax burden. As an independent Registered Investment Advisor, we have a fiduciary duty to put your best interests first.

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N/A

Total Funding

76

Number of Employees

$16M

Revenue (est)

27%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$7.5M7610%N/A
#2
$19.3M766%N/A
#3
$14.1M767%N/A
#4
$19.3M767%N/A
#5
$7.8M767%N/A