Napa Wealth Management provides financial planning services aimed at educating clients to make informed money decisions for their future. The firm has been assisting business owners and families since 1997.

Napa Wealth Management

Harness Wealth is a platform that connects clients with tax and financial advisors tailored to their specific needs, including expertise in equity compensation and business planning.

Harness Wealth

Wealthramp is a service that helps consumers find fiduciary financial advisors. It is committed to supporting fee-only advice and improving financial literacy among investors.

Wealthramp

Zoe is a modern wealth platform that carefully curates a network of independent, fee-only financial advisors and financial planners across the country. The platform aims to make wealth creation tailored and convenient through innovative technology and exceptional client service.

Metric
Company Name	Napa Wealth Management	Harness Wealth	Wealthramp	Zoe Financial
Symbol
MSH ID	COM:NAPAWEALTH	COM:HARNESSWEALTH	COM:WEALTHRAMP	COM:ZOEFIN
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Financial Services	Financial Technology	Financial Advisory	Financial Services & Finance
Country	US	US	US	US
Stage
Employee Count				67
Website	napawealth.com	harnesswealth.com	wealthramp.com	zoefin.com
LinkedIn				zoe-financial-inc.
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic
Web Traffic Growth
Valuation
Raised Capital

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

COM:NAPAWEALTH

Napa Wealth Management

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

Metric
Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue