Liquid Strategies Revenue, Growth & Competitor Profile

DBA LIQUID STRATEGIES, LLC

Company Profile & Annual Report for Liquid Strategies

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Liquid Strategies 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	3550 Lenox Road Ne Suite 2550 Atlanta, GA 30326

Note: Revenues for privately held companies are statistical evaluations.


Liquid Strategies's Annual Report & Profile shows critical firmographic facts:

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

Liquid Strategies Annual Revenue and Growth Rate

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

Liquid Strategies's Income Statement (based on Industry Averages)

Liquid Strategies 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 Liquid Strategies is developing and marketing. Liquid Strategies doesn't have any recent trademark applications, indicating Liquid Strategies 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
OVLS OVERLAY SHARES Financial and investment services, namely, financial asset management in the fields of exchange-traded funds and other securities and financial instruments and products; Investment of funds of others	06/18/2019
LIQUID STRATEGIES Financial services, namely, investment management and advisory services	03/10/2015

See all trademarks and details in the Full Report.

Market Share of Liquid Strategies's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
INTERCONTINENTAL EXCHANGE	Atlanta, GA	100
ATTICUS CORPORATE	Atlanta, GA	58
CLOUDMED SOLUTIONS	Atlanta, GA	33
BANYAN SOFTWARE HOLDINGS	Atlanta, GA	8
PATHSTONE	Atlanta, GA	6
RMH FRANCHISE	Atlanta, GA	6

Other Companies at 3550 Lenox Road Ne, Atlanta GA

Company	Headquarters	Revenue ($ MM)
KAJIMA U.S.A.	Atlanta, GA	100
HB WEALTH MANAGEMENT	Atlanta, GA	18
HOMRICH BERG	Atlanta, GA	11
FORMATION CAPITAL	Atlanta, GA	2
AMI 401K PLAN	Atlanta, GA	0

Future Competition: Liquid Strategies's Fastest Growing Competitors

These companies are in the same general field as Liquid Strategies 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)