Family Wealth Management provides independent financial advice and services including IRAs, asset management, and education plans, self-described as helping clients simplify their financial lives.

Family Wealth Management

Aviva plc provides various insurance, retirement, investment, and savings products in the United Kingdom, Ireland, Canada, and internationally. The company offers life insurance, long-term health and accident insurance, savings, pension, and annuity products, as well as pension fund business and lifetime mortgage products. It also provides insurance cover to individuals, small and medium-sized businesses for risks associated with motor vehicles and medical expenses, as well as property and liability, such as employers' and professional indemnity liabilities. In addition, the company provides investment management services for institutional pension fund mandates; and manages various retail investment products, including investment funds, unit trusts, open-ended investment companies, and individual savings accounts for third-party financial institutions, pension funds, public sector organizations, investment professionals, and private investors. It markets its products through a network of insurance brokers, as well as MyAviva platform. The company was formerly known as CGNU plc and changed its name to Aviva plc in July 2002. Aviva plc was founded in 1696 and is headquartered in London, the United Kingdom.

Thomas Bignold

Aviva plc

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

Family Wealth Management provides independent financial advice, including integrated discovery and planning processes to simplify financial lives. The company offers various products and services such as IRAs, IRA Rollover Services, and Fee-Based Asset Management.

Metric
Company Name	Family Wealth Management	Aviva plc	Harness Wealth	Wealthramp
Symbol		AV
MSH ID	NET:FAMILY-WEALTH	COM:AVIVA	COM:HARNESSWEALTH	COM:WEALTHRAMP
Market	PRIVATE	STOCKS	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services	Financial Services & Finance	Financial Services & Finance
Industry	Investment Advisory	Insurance - Diversified	Financial Technology	Financial Advisory
Country	US	GB	US	US
Stage
Employee Count		26.38K
Website	family-wealth.net	aviva.com	harnesswealth.com	wealthramp.com
LinkedIn		aviva-plc
Founders

Metric
Market Cap		167.06M
Enterprise Value
Monthly Web Traffic	37	111.39K
Web Traffic Growth		0.30
Valuation
Raised Capital

Metric
Revenue		43.45B
Revenue (LTM)
Revenue (NTM)
Gross Profit		43.45B
EBITDA		76.45M
Operating Income		-160.55M
Net Income		1.38B
EPS		0.48
Diluted EPS		0.47
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		1.11
Operating Profit Margin		0.34
EBITDA Margin		0.00
Net Profit Margin		0.04
Return on Equity		0.15
Return on Assets		0.00
Return on Capital Employed		0.04

FAMI

NET:FAMILY-WEALTH

Family 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		-23.37
P/B Ratio		1.41
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio		0.39
EV Multiple		583.89

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover		0.14

Metric
Operating Cash Flow		-3.74B
Free Cash Flow		-4.19B
Cash Flow to Debt		-0.15
Operating Cash Flow/Sales		-0.02
Free Cash Flow Yield		0.68

Metric
Cash & Equivalents		22.01B
Accounts Receivable
Inventory
Goodwill		2.68B
Debt to Capitalization		0.46
Debt to Assets		0.02
Current Ratio		1.25
Quick Ratio		5.83

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue		-0.00
R&D to Revenue
SG&A to Revenue