Wealthstream Advisors Revenue, Growth & Competitor Profile

DBA WEALTHSTREAM ADVISORS, INC.

Company Profile & Annual Report for Wealthstream Advisors

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Wealthstream Advisors Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	525 Pension Funds, Trusts & Other Financial Vehicles
Additional NAICS Codes	523 Securities, Commodity Contracts & Other Financial Investments
Address	60 East 42nd Street Suite 1120 New York, NY 10165

Note: Revenues for privately held companies are statistical evaluations.


Wealthstream Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Wealthstream Advisors's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Wealthstream Advisors is classified as operating in the Pension Funds, Trusts & Other Financial Vehicles industry, NAICS Code 525.

Wealthstream Advisors Annual Revenue and Growth Rate

Wealthstream Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

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

Note: Wealthstream Advisors's revenues are gauged from an analysis of company filings.

Wealthstream Advisors's Income Statement (based on Industry Averages)

Wealthstream Advisors 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

Market Share of Wealthstream Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Wealthstream Advisors, 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)
STEELWORKERS CHARITABLE & EDUCATIONAL ORGANIZATION	Pittsburgh, PA	100
BUSINESS HEALTH TRUST	Mukilteo, WA	9
ARES MANAGEMENT	Los Angeles, CA	6
VOYA RETIREMENT ADVISORS	Windsor, CT	6
GREATER ST. LOUIS CONSTRUCTION	St Louis, MO	5
AMERICAN FOREIGN SERVICE PROTECTIVE ASSOCIATION	Washington, DC	4

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
LXP INDUSTRIAL TRUST	New York, NY	100
WEALTHSTREAM ADVISORS	New York, NY	4
CHIMERA CAPITAL PARTNERS	New York, NY	1

Future Competition: Wealthstream Advisors's Fastest Growing Competitors

These companies are in the same general field as Wealthstream Advisors 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)