Financial Gravity Companies Overview

  • Year Founded
  • 2002

Year Founded

  • Status
  • Public

  • Employees
  • 28

Employees

  • Stock Symbol
  • FGCO

Stock Symbol

  • Investments
  • 6

  • Share Price
  • $0.35
  • (As of Friday Closing)

Financial Gravity Companies General Information

Description

Financial Gravity Companies Inc through its subsidiaries helps investment advisors and tax professionals expand their businesses by adding additional services, including their own multi-family office. Financial services professionals are able to leverage Financial Gravity systems, technology, proprietary resources, and deep domain expertise to provide a comprehensive financial service experience to their clients that spans proactive tax planning, retirement and estate planning, wealth management, and risk mitigation. The company's operating segments include FGCO; Forta; FGAM; FGFOS; FGIS; FGEM; and TMN.

Contact Information

Formerly Known As
Pacific Oil, Sofos Investments, Inc., Financial Gravity Wealth, Inc., Kat Racing, Inc.
Ownership Status
Publicly Held
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Asset Management
Stock Exchange
PINX
Corporate Office
  • 12600 Hill Country Boulevard
  • Suite R-275
  • Bee Cave, TX 78738
  • United States
+1 (800) 000-0000

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Financial Gravity Companies Stock Performance

(As of Friday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$0.35 $0.40 $0.05 - $0.50 $33.3M 95.3M 5.35K

Financial Gravity Companies Financials Summary

In Thousands,
USD
TTM 30-Jun-2023 FY 2022 30-Sep-2022 FY 2021 30-Sep-2021 FY 2020 30-Sep-2020
EV 7,568 7,064 12,246 11,374
Revenue 5,960 5,623 6,673 3,687
EBITDA 9 (162) (7,310) (615)
Net Income (40) (252) (7,423) (792)
Total Assets 3,928 3,910 4,462 9,850
Total Debt 270 366 858 1,063
Public Fundamental Data provided by Morningstar, Inc. disclaimer

Financial Gravity Companies Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Financial Gravity Companies Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Financial Gravity Companies Inc through its subsidiaries helps investment advisors and tax professionals expand their bu
Other Financial Services
Bee Cave, TX
28 As of 2022
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Annapolis, MD
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Los Angeles, CA
00 As of 0000
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Financial Gravity Companies Competitors (6)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Chesapeake Financial Planning Private Debt Financed Annapolis, MD 00000 000000000 00000
Miracle Mile Advisors Private Equity-Backed Los Angeles, CA 00 00000000000
Deighan Corporation Bangor, ME
Sovereignpensionservices Corporation Palm Harbor, FL
Financial Asset Management Corporation Corporation Chappaqua, NY 0
To view Financial Gravity Companies’s complete competitors history, request access »

Financial Gravity Companies Executive Team (13)

Name Title Board Seat
Scott Winters Chief Executive Officer
Jennifer Winters Chief Operating Officer
Kaili Winters Chief Compliance Officer and Strategy Implementation Lead
Gary Nemer JD Chief Legal Officer
Brian Wolf Chief Business Development Officer
You’re viewing 5 of 13 executive team members. Get the full list »

Financial Gravity Companies Board Members (2)

Name Representing Role Since
0000 0000000 Financial Gravity Companies Co-Chairman of the Board & Executive Vice President 000 0000
0000 00000000 Self Vice Chairman 000 0000
To view Financial Gravity Companies’s complete board members history, request access »

Financial Gravity Companies Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Financial Gravity Companies Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Financial Gravity Companies Acquisitions (6)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Forta Financial Group 21-May-2020 0000000000 Other Financial Services 00000 000
Pacific Oil 31-Oct-2016 0000000000 Other Energy Services 0000 0000
Financial Gravity Business 31-Dec-2015 0000000000 Consulting Services (B2B) 0000 0000
TaxCoach Software 19-Nov-2015 0000000000 Educational and Training Services (B2C) 0000 0000
Tax Master Network 01-Oct-2015 Merger/Acquisition Accounting, Audit and Tax Services (B2B) 00000 000
You’re viewing 5 of 6 acquisitions. Get the full list »

Financial Gravity Companies FAQs

  • When was Financial Gravity Companies founded?

    Financial Gravity Companies was founded in 2002.

  • Who is the CEO of Financial Gravity Companies?

    Scott Winters is the CEO of Financial Gravity Companies.

  • Where is Financial Gravity Companies headquartered?

    Financial Gravity Companies is headquartered in Bee Cave, TX.

  • What is the size of Financial Gravity Companies?

    Financial Gravity Companies has 28 total employees.

  • What industry is Financial Gravity Companies in?

    Financial Gravity Companies’s primary industry is Other Financial Services.

  • Is Financial Gravity Companies a private or public company?

    Financial Gravity Companies is a Public company.

  • What is Financial Gravity Companies’s stock symbol?

    The ticker symbol for Financial Gravity Companies is FGCO.

  • What is the current stock price of Financial Gravity Companies?

    As of 19-Jul-2024 the stock price of Financial Gravity Companies is $0.35.

  • What is the current market cap of Financial Gravity Companies?

    The current market capitalization of Financial Gravity Companies is $33.3M.

  • What is Financial Gravity Companies’s current revenue?

    The trailing twelve month revenue for Financial Gravity Companies is $5.96M.

  • Who are Financial Gravity Companies’s competitors?

    Chesapeake Financial Planning, Miracle Mile Advisors, Deighan, Sovereignpensionservices, and Financial Asset Management Corporation are some of the 6 competitors of Financial Gravity Companies.

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