Oneascent Wealth Management Revenue, Growth & Competitor Profile

DBA ONEASCENT WEALTH MANAGEMENT LLC

Company Profile & Annual Report for Oneascent Wealth Management

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Oneascent Wealth Management Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	23 Inverness Center Parkway Birmingham, AL 35242

Note: Revenues for privately held companies are statistical evaluations.


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

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

Oneascent Wealth Management Annual Revenue and Growth Rate

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

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

Oneascent Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
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EBIT (Earnings Before Interest and Taxes)
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Market Share of Oneascent Wealth Management's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
HARBERT MANAGEMENT	Birmingham, AL	100
JEMISON INVESTMENT	Birmingham, AL	75
NCP CAPCO DEVELOPMENT	Birmingham, AL	41
RFG ADVISORY	Vestavia Hills, AL	34
NBC SECURITIES	Birmingham, AL	29
ONEASCENT HOLDINGS	Birmingham, AL	29

Other Companies at 23 Inverness Center Parkway, Birmingham AL

Company	Headquarters	Revenue ($ MM)
ONEASCENT HOLDINGS	Birmingham, AL	100
PEARSON & ASSOCIATES	Birmingham, AL	18
ONEASCENT FINANCIAL SERVICES	Birmingham, AL	0

Future Competition: Oneascent Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Oneascent 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)