Financial Gravity Information
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Financial Gravity
Summary
Financial Gravity is a private company that has been in the industry for 24 years. The company currently specializes in the Financial Services, Diversified Financial Services areas. The position of the CEO is occupied by John Pollock. Its headquarters is located at Allen, Texas, USA. The number of employees ranges from 25 to 100. The annual revenue of Financial Gravity varies between 5.0M and 25M. Total funding of the company - $150K. To connect with Financial Gravity employee register on SignalHire.
Organization Website | FinancialGravity.com |
Social Links |    |
Phone Number | 1.800.588.3893 |
Industries | |
Headquarters Location | 2501 Ranch Road 620 S, Lakeway, Texas, 78738 US |
Employees Size | 10-50 employees |
Specialties | Financial Services, Wealth Management, Proactive Tax Planning, Tax Operating System, Tax Blueprint, Business Consulting, Advisor Partner Program |
SIC Code | 6199 |
DMA Code | Dallas-fort Worth Metropolitan Area |
Founded | 2002 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Subsidiary |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1989 | Privately Held | 25 - 100 | 3.2M | $350K | |
| 1992 | Privately Held | 1 - 25 | 43M | $0 | |
| 1979 | Privately Held | 10-50 | - | $- | |
| 1903 | - | 200-500 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Financial Gravity shows a diverse range of experience levels:
5% have been with the company for less than 1 year9% for 1–2 years18% for 3–4 years23% for 5–7 years18% for 8–10 years27% have over 11 years of service at Financial GravityEx-employees positions
In Company
In New Company
Contact top employees from
Financial Gravity
Scott Christopher Winters II
Vice President of Recruiting
Amanda Kennedy
Vice President Marketing
Jill Henderson
Executive Vice President of Partner Experience
Scott Winters
CEO / Chairman Of The Board
Michael French
Executive Vice President
Julie Suggs
Customer Success Manager
Austin Reaster
Financial Planner
Ashley Baucum
Chief Administrative Officer
Kris Blasl
Family Office Director
Samantha Winters
Senior Operations Specialist
McKensey Taylor
Director of Operations
Darlene Gorrell
J William King & Associates
Zack Winters
IT Admin & Development
Fatima Mumin
Technology Development Specialist
Brian Wolf
Family Office Transition Coach
Rosemary Black
Chief Technology Officer
Ashley Winters
Senior Family Office Partner
Zachary Trimble
Chief Marketing Officer
Lorne Levy
Wealth Manager
Loren Grabau
Financial Advisor, Family Office Director
John Pollock
Founder | EVP Sales & Innovation | Co-Chairman of the Board
Morgan Black
Director of Tax Services
Kaili Winters
Chief Compliance Officer/ EVP
Jennifer Winters
Chief Operating Officer
Alexander Brockway
Chief Legal Counsel
Laura Wagner
Licensing & Registration Manager
Phillip White
Partner
Edward Lyon
Chief Tax Strategist and Director
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FAQ
Financial Gravity operates in the Finance industries. More details can be found on the official website: FinancialGravity.com.
The headquarters of Financial Gravity are located in Lakeway, United States.
The current CEO of Financial Gravity is John Pollock
You can contact Financial Gravity by phone at 1.800.588.3893 .
Financial Gravity currently employs 10-50 people.
Financial Gravity's revenue is approximately 12.2M.
Well-known competitors of Financial Gravity include Bedel Financial Consulting, Financial Clarity, Progressive Financial Concepts and Isabella Bank.
