EP Wealth Advisors vs Lead Savvy: Revenue, Funding & Team Size Compared
EP Wealth Advisors generates $1.9B in revenue; Lead Savvy has not disclosed its revenue. The table below compares EP Wealth Advisors and Lead Savvy on funding, valuation, customers, team size and headquarters — every figure GetLatka has verified for each company.
| Company | ||
|---|---|---|
| Revenue | $1.9B | Not disclosed |
| Team size | 405 | Not disclosed |
| Founded | 1999 | 2006 |
| HQ | Torrance, United States | Portland, United States |
Want the full dataset? GetLatka tracks revenue, funding and team history for thousands of SaaS companies, with charts, growth rates and founder interviews.
EP Wealth Advisors at a glance
EP Wealth Advisors generates $1.9B in revenue with 405 employees, headquartered in Torrance, United States.
- Revenue
- $1.9B
- Team size
- 405
- Founded
- 1999
An investment management, financial planning and wealth advisory firm specializing in helping clients understand where they are going
Lead Savvy at a glance
- Founded
- 2006
Lead Savvy is an independent consultancy specializing in intake strategy, onboarding support, B2B lead generation, and customer-facing communication. Lead Savvy works directly with businesses to improve how they attract and engage new…
Other EP Wealth Advisors alternatives
EP Wealth Advisors competes with more than the companies on this page. Browse the full alternative lists to compare revenue, funding and team size across the category.
EP Wealth Advisors vs Lead Savvy: frequently asked questions
How much revenue does EP Wealth Advisors make?
EP Wealth Advisors generates $1.9B in annual revenue with a team of 405.