Regimen Wealth Revenue, Growth & Competitor Profile

DBA REGIMEN WEALTH, LLC

Company Profile & Annual Report for Regimen Wealth

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Regimen Wealth 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	300 Galleria Pkwy Se Suite 1020 Atlanta, GA 30339

Note: Revenues for privately held companies are statistical evaluations.


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

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

Regimen Wealth Annual Revenue and Growth Rate

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

Regimen Wealth's Income Statement (based on Industry Averages)

Regimen Wealth 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 Regimen Wealth is developing and marketing. Regimen Wealth doesn't have any recent trademark applications, indicating Regimen Wealth 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
REGIMEN WEALTH Financial planning and investment advisory services; financial planning for retirement; financial services, namely, wealth management services	03/29/2021
REGIMEN Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services	05/13/2014

See all trademarks and details in the Full Report.

Market Share of Regimen Wealth's Largest Competitors

A competitive analysis shows these companies are in the same general field as Regimen Wealth, 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 Regimen Wealth. 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 300 Galleria Pkwy Se, Atlanta GA

Company	Headquarters	Revenue ($ MM)
TRAVELPORT LP DE	Atlanta, GA	100
POWERPLAN	Atlanta, GA	20
LOAD UP TECHNOLOGIES	Atlanta, GA	2

Future Competition: Regimen Wealth's Fastest Growing Competitors

These companies are in the same general field as Regimen Wealth 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)