Finivi Revenue, Growth & Competitor Profile

DBA ASPENCROSS WEALTH MANAGEMENT, INC.
DBA FINIVI INC.

Company Profile & Annual Report for Finivi

Access the complete profile.

Finivi Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52421 Insurance Agencies & Brokers
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	1400 Computer Drive Westborough, MA 01581

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • Finivi's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Finivi is classified as operating in the Insurance Agencies & Brokers industry, NAICS Code 52421.

Finivi Annual Revenue and Growth Rate

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

Finivi's Income Statement (based on Industry Averages)

Finivi 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 Finivi is developing and marketing. Finivi doesn't have any recent trademark applications, indicating Finivi 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
UNLIMIT YOUR LIFE Financial planning; investment management; financial planning for retirement; estate planning; providing financial information; insurance information and consultancy services; financial wealth management services; financial risk management; financial consultation to businesses in the fields of business continuation, business succession, employee benefits, deferred compensation, business insurance and retirement; providing financial information and advice regarding employee benefit plans; insurance agency services	10/07/2018
FINIVI Financial planning; Investment management; Financial planning for retirement; Estate planning; Providing financial information; Insurance information and consultancy services; Financial wealth management services; Financial risk management; Financial consultation to businesses in the fields of business continuation, business succession, employee benefits, deferred compensation, business insurance and retirement; Providing financial information and advice regarding employee benefit plans; Insurance agency services	08/10/2018
YOUR GUIDE TO A DECENTRALIZED WORLD On-line journals, namely, blogs featuring information in the field of digital currencies, blockchains and related subjects; Entertainment services, namely, providing podcasts in the field of digital currencies, blockchains and related subjects; Providing non-downloadable videos in the field of digital currencies, blockchains and related subjects; Educational services, namely, providing online instruction in the field of digital currencies, blockchains and related subjects by means of a website	05/09/2018

See all trademarks and details in the Full Report.

Market Share of Finivi's Largest Competitors

A competitive analysis shows these companies are in the same general field as Finivi, 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)
SAGEWELL HEALTHCARE BENEFITS TRUST	Pittsburgh, PA	100
LOS ANGELES CITY EMPLOYEES ASSN.	Los Angeles, CA	10
SEQUOIA ONE PEO	Tempe, AZ	5
ARTHUR J. GALLAGHER	Itasca, IL	4
MARSH & MCLENNAN COMPANIES	New York, NY	4
WILLIS NORTH AMERICA	Nashville, TN	3
IOWA BANKERS MORTGAGE	Johnston, IA	3
LOCKTON	Kansas City, MO	2
HUB INTERNATIONAL LIMITED	Chicago, IL	2

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
HEALTH PLANS	Westborough, MA	100
EDWIN J. STOCHAJ INSURANCE AGENCY	Dudley, MA	12
GAUDETTE INSURANCE AGENCY	Whitinsville, MA	11
INSURANCE RECOVERY GROUP	Westborough, MA	9
WONDER MANAGEMENT	Sterling, MA	3
NORTHEAST INSURANCE AGENCY	Auburn, MA	3

Other Companies at 1400 Computer Drive, Westborough MA

Company	Headquarters	Revenue ($ MM)
GPS FINANCIAL MANAGEMENT	Westborough, MA	100
COMPETITIVE EDGE SERVICES	Westborough, MA	35
MORR DENTAL SOLUTIONS	Westborough, MA	1
CCR	Westborough, MA	0

Future Competition: Finivi's Fastest Growing Competitors

These companies are in the same general field as Finivi 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)