Betterwealth Revenue, Growth & Competitor Profile

DBA BETTERWEALTH LLC

Company Profile & Annual Report for Betterwealth

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Betterwealth Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	1475 Saratoga Avenue Suite 200 San Jose, CA 95129

Note: Revenues for privately held companies are statistical evaluations.


Betterwealth's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Betterwealth's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Betterwealth is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Betterwealth Annual Revenue and Growth Rate

Betterwealth	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Betterwealth's revenues are gauged from an analysis of company filings.

Betterwealth's Income Statement (based on Industry Averages)

Betterwealth P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Market Share of Betterwealth's Largest Competitors

A competitive analysis shows these companies are in the same general field as Betterwealth, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Betterwealth. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
JTC USA HOLDINGS	San Jose, CA	100
PAYACTIV	San Jose, CA	13
CSUITE FINANCIAL PARTNERS	San Jose, CA	9
INTEGRAL FINANCIAL	San Jose, CA	8
ROOLED	San Jose, CA	6
STATHEROS FINANCIAL SOLUTIONS	San Jose, CA	3

Other Companies at 1475 Saratoga Avenue, San Jose CA

Company	Headquarters	Revenue ($ MM)
WHEELER ACCOUNTANTS	San Jose, CA	100
JUST GURR & ASSOCIATES ACCOUNTANCY	San Jose, CA	17
PFEIFFER RANCH INVESTORS	San Jose, CA	17

Future Competition: Betterwealth's Fastest Growing Competitors

These companies are in the same general field as Betterwealth and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)