Forteris Wealth Management Revenue, Growth & Competitor Profile

DBA FORTERIS WEALTH MANAGEMENT, INC.

Company Profile & Annual Report for Forteris Wealth Management

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Forteris Wealth Management 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	200 Business Park Drive Suite 211 Armonk, NY 10504

Note: Revenues for privately held companies are statistical evaluations.


Forteris Wealth Management's Annual Report & Profile shows critical firmographic facts:

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

Forteris Wealth Management Annual Revenue and Growth Rate

Forteris Wealth Management	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: Forteris Wealth Management's revenues are gauged from an analysis of company filings.

Forteris Wealth Management's Income Statement (based on Industry Averages)

Forteris Wealth Management 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 Forteris Wealth Management's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
DEER MANAGEMENT	Larchmont, NY	100
MARINER INVESTMENT GROUP	Harrison, NY	63
KOHLBERG	Mount Kisco, NY	57
MBIA	Purchase, NY	36
OTA MANAGEMENT	Purchase, NY	30
BELLE HAVEN INVESTMENTS	Rye Brook, NY	27

Other Companies at 200 Business Park Drive, Armonk NY

Company	Headquarters	Revenue ($ MM)
NASCO CONSTRUCTION SERVICES	Armonk, NY	100
TRUMAN CAPITAL ADVISORS	Armonk, NY	82
AUTOMATED MARKING	Armonk, NY	80
LASBERG CONSTRUCTION ASSOCIATES	Armonk, NY	46
PROFESSIONAL ADVERTISING SYSTEMS	Armonk, NY	12

Future Competition: Forteris Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Forteris Wealth Management 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)