Worthpointe Revenue, Growth & Competitor Profile

DBA WORTHPOINTE, LLC

Company Profile & Annual Report for Worthpointe

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Worthpointe Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Address	888 Prospect Street Suite 200 La Jolla, CA 92037

Note: Revenues for privately held companies are statistical evaluations.


Worthpointe's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Worthpointe's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Worthpointe is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Worthpointe Annual Revenue and Growth Rate

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

Worthpointe's Income Statement (based on Industry Averages)

Worthpointe 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 Worthpointe's Largest Competitors

A competitive analysis shows these companies are in the same general field as Worthpointe, 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)
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	100
RAYMOND JAMES INVESTMENT MANAGEMENT	St Petersburg, FL	39
MERRILL LYNCH	New York, NY	19
SAFE HARBOR PUBLICATIONS	Southampton, NY	17
STIFEL FINANCIAL	St Louis, MO	16
CREDIT SUISSE ASSET MANAGEMENT	New York, NY	12
RBC CAPITAL MARKETS	New York, NY	8
BNP PARIBAS ASSET MANAGEMENT USA	New York, NY	7
MACQUARIE HOLDINGS USA	New York, NY	7

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
SPROTT GLOBAL RESOURCE INVESTMENTS	Carlsbad, CA	100
LINGHAM INVESTMENTS	Poway, CA	61
WORTHPOINTE	La Jolla, CA	40
HPC PUCKETT	Rancho Santa Fe, CA	27
BLANKINSHIP & FOSTER	Solana Beach, CA	25
FIDELITAS DEVELOPMENT	Santee, CA	17

Future Competition: Worthpointe's Fastest Growing Competitors

These companies are in the same general field as Worthpointe 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)