Shepherd Financial Partners Revenue, Growth & Competitor Profile

DBA SHEPHERD FINANCIAL PARTNERS, LLC

Company Profile & Annual Report for Shepherd Financial Partners

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Shepherd Financial Partners Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52393 Financial Planning & Investment Advice
Address	1004 Main Street Winchester, MA 01890

Note: Revenues for privately held companies are statistical evaluations.


Shepherd Financial Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Shepherd Financial Partners's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Shepherd Financial Partners is classified as operating in the Financial Planning & Investment Advice industry, NAICS Code 52393.

Shepherd Financial Partners Annual Revenue and Growth Rate

Shepherd Financial Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

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

Note: Shepherd Financial Partners's revenues are gauged from an analysis of company filings.

Shepherd Financial Partners's Income Statement (based on Industry Averages)

Shepherd Financial Partners 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 Shepherd Financial Partners is developing and marketing. Shepherd Financial Partners's new tradmarks suggest it is investing in R&D and marketing, while expanding into new products or markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
SHEPHERD FINANCIAL PARTNERS Financial planning and investment advisory services	01/19/2024
WEALTHFARE Wealth management consulting services	12/03/2013

See all trademarks and details in the Full Report.

Market Share of Shepherd Financial Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as Shepherd Financial Partners, 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)
MERCER INVESTMENTS	Boston, MA	100
BALLAST INVESTMENTS	San Francisco, CA	3
CHARTER OAK BUILDING MAINTENANCE	Hartford, CT	2
STARTUPS COM	Powell, OH	2
MIDWEST COMMERCIAL INTERIORS	Salt Lake City, UT	2
SOBH INVESTMENTS	Detroit, MI	2
OMNI FINANCIAL OF NEVADA	Las Vegas, NV	2
HOBSON FINANCIAL GROUP OF ILLINOIS INC. DBA HOLLYWOOD BLVD CINEMA	Woodridge, IL	1
SHAMPAN LAMPORT	Melville, NY	1

Nearby Competitors

These companies are similar in business line and location to Shepherd Financial Partners. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
TSD HOLDINGS	North Andover, MA	100
ARCLIGHT CONSULTING	Burlington, MA	79
VINEBROOK VENTURES	Burlington, MA	53
CONSTITUTION CAPITAL EQUITY PARTNERS	Andover, MA	44
VERANA NETWORKS	Chelmsford, MA	42
BOSTON PARTNERS FINANCIAL GROUP LLC 401K PLAN	Andover, MA	37
BRENNAN CONSULTING	Burlington, MA	29
OYSTER BAY SB	Winchester, MA	26
NEW ENGLAND INVESTMENT & RETIREMENT GROUP	North Andover, MA	20
AXIAL FINANCIAL GROUP	Burlington, MA	19

Future Competition: Shepherd Financial Partners's Fastest Growing Competitors

These companies are in the same general field as Shepherd Financial Partners 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)