BSW Wealth Partners Revenue, Growth & Competitor Profile

DBA BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION

Company Profile & Annual Report for BSW Wealth Partners

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BSW Wealth Partners Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	2300 Broadway Street Boulder, CO 80304

Note: Revenues for privately held companies are statistical evaluations.


BSW Wealth Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • BSW Wealth Partners's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • BSW Wealth Partners is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

BSW Wealth Partners Annual Revenue and Growth Rate

BSW Wealth Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

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

Note: BSW Wealth Partners's revenues are gauged from an analysis of company filings.

BSW Wealth Partners's Income Statement (based on Industry Averages)

BSW Wealth Partners 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

Trademark Applications

Trademark applications show the products and services that BSW Wealth Partners is developing and marketing. BSW Wealth Partners doesn't have any recent trademark applications, indicating BSW Wealth Partners is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
AUTHENTICALLY INDEPENDENT financial information and advisory services regarding retirement, investments, financial planning, financial management, insurance, life organization and life events	03/03/2020
BSW WEALTH PARTNERS financial information and advisory services regarding retirement, investments, financial planning, financial management, insurance, life organization and life events	05/03/2019
MAKE LIFE BETTER financial information and advisory services regarding retirement, investments, financial planning, financial management, insurance, life organization and life events	04/09/2019

See all trademarks and details in the Full Report.

Market Share of BSW Wealth Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as BSW Wealth Partners, 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 BSW Wealth Partners. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
CRESTONE CAPITAL	Boulder, CO	100
RUBICON TECHNOLOGY PARTNERS IV	Boulder, CO	48
BSW WEALTH PARTNERS	Boulder, CO	48
VISION RIDGE PARTNERS	Boulder, CO	28
REDWETHER KC	Boulder, CO	27
FGVC MANAGEMENT	Boulder, CO	27

Future Competition: BSW Wealth Partners's Fastest Growing Competitors

These companies are in the same general field as BSW Wealth Partners 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)