Sage Financial Group Revenue, Growth & Competitor Profile

DBA SAGE FINANCIAL GROUP INC.

Company Profile & Annual Report for Sage Financial Group

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Sage Financial Group Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	Five Tower Bridge 300 Barr Harbor Drive, Suite 200 West Conshohocken, PA 19428

Note: Revenues for privately held companies are statistical evaluations.


Sage Financial Group's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Sage Financial Group's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Sage Financial Group is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Sage Financial Group Annual Revenue and Growth Rate

Sage Financial Group	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Sage Financial Group's revenues are gauged from an analysis of company filings.

Sage Financial Group's Income Statement (based on Industry Averages)

Sage Financial Group 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 Sage Financial Group is developing and marketing. Sage Financial Group doesn't have any recent trademark applications, indicating Sage Financial Group 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
SAGE financial and investment planning and management services for consumers, [ and consumer financial and investment information provided via a global computer network, ] all excluding clearing house services	12/03/1997

See all trademarks and details in the Full Report.

Market Share of Sage Financial Group's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
SEI INVESTMENTS	Oaks, PA	100
HAMILTON LANE STRATEGIC OPPORTUNITIES FUND VIII	Conshohocken, PA	25
HIRTLE CALLAGHAN	West Conshohocken, PA	4
AMG FUNDS	Conshohocken, PA	4
FOREFRONT ANALYTICS	W. Conshohocken, PA	3
MILL CREEK CAPITAL ADVISORS	Conshohocken, PA	2

Other Companies at Five Tower Bridge, West Conshohocken PA

Company	Headquarters	Revenue ($ MM)
LIBRARY VIDEO	West Conshohocken, PA	100
HIRTLE CALLAGHAN	W. Conshohocken, PA	59
AMI TRADING & DISTRIBUTION	West Conshohocken, PA	8
LIVE YOUR VISION	West Conshohocken, PA	7
RECYCLING PAPER PARTNERS OF PA	West Conshohocken, PA	3

Future Competition: Sage Financial Group's Fastest Growing Competitors

These companies are in the same general field as Sage Financial Group 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)