About 8020 Consulting
8020 Consulting is a Financial Services company based in Los Angeles (United States) founded in 2013. Financial consulting services are provided by 8020 Consulting. Its chief executive, as recorded, is David Lewis. Its website 8020consulting.com draws about 11 thousand monthly visits. 8020 Consulting offers products and services including Interim Financial Management and Financial Planning and Analysis. Its focus areas include Investment Industry and Investment Consultants.
Company details
8020 Consulting was established in 2013 and is headquartered in Los Angeles, United States. Financial consulting services are delivered to clients in the sector, with operations centered on advisory support for financial strategies and management. The company is led by CEO David Lewis, and its domain is 8020consulting.com. Focus remains on practical financial guidance across various business needs.
- Investors
Products & Services of 8020 Consulting
8020 Consulting offers a comprehensive portfolio of products and services, including Interim Financial Management and Financial Planning and Analysis.
Interim management services are provided for financial leadership transitions to optimize performance and realign roles effectively.
Services for forecasting and strategic planning are offered to enhance decision-making and optimize financial performance through detailed analysis.
Apps and channels of 8020 Consulting
its YouTube channel 8020 Consulting has 84 subscribers and 17 videos.
Videos from 8020 Consulting
The most watched videos on 8020 Consulting's YouTube channel, 8020 Consulting (84 subscribers). Click a video to play it here.
More on 8020 Consulting.
Funding Insights of 8020 Consulting
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of 8020 Consulting with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2021 | Private Equity Round | – | – |
1 investors in total: 1 institutional.
Investors in 8020 Consulting
8020 Consulting has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include ShoreView.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments and partnerships in growth-oriented businesses. | shoreview.com |
Investor details for 8020 Consulting
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of 8020 Consulting
27 people are tracked at 8020 Consulting (11 in leadership, 16 in team).
| Name | Role | Group |
|---|---|---|
David Lewis | CEO | Leadership |
Michael Laborde | Chief Financial Officer | Leadership |
Travis Kanafani | Managing Director | Leadership |
Brad Frank | Head Of Client Services | Leadership |
Sean Rath | Director Of Client Services | Leadership |
Kellen Smith | Chief Executive Officer | Leadership |
Amit Gupta | Head Of Fp&a - Interim Roles | Leadership |
Craig Kodish | Vp, Client Services | Leadership |
Estelle Cramer | Director, Client Services | Leadership |
Luke Mattorano | Managing Director | Leadership |
Brandon Li | Director Of Client Services | Leadership |
Luis Parra | Consultant | Team |
Matthew Taylor | Consultant | Team |
Casandra D. | Executive Of Finance & Accounting, Stabilizing Businesses | Team |
Alexzenia Davis | Client Service Associate | Team |
Shawn Beatty | Client Associate Team Lead | Team |
Bilal Qazi | Consultant | Team |
Carlos Prado | Accounting And Finance Consultant | Team |
Amish Patel | Financial Strategy Consultant | Team |
Steve Rochen | Consultant | Team |
7 more people are available in the full profile.
Complete people profiles for 8020 Consulting
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of 8020 Consulting
2 dated milestones of 8020 Consulting across 8 years, from founding to its latest funding, stage changes and deals.
- Founded 8020 Consulting is founded.
- Funding First funding round.
Web traffic of 8020 Consulting
The website of 8020 Consulting (8020consulting.com) receives about 10.9K visits a month and ranks #2,748,755 among all websites worldwide, #6,161 in Accounting and Auditing.
- Monthly visits10.9K
▲ 42.5% vs previous month
- Unique visitors3.2K
per month
- Global rank#2,748,755
among all websites
- Category rank#6,161
Finance · Accounting and Auditing
- Bounce rate40%
- Pages per visit1.8
- Average visit24 sec
- DevicesDesktop 36% · Mobile 64%
Websites whose visitors overlap most with 8020 Consulting. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| dlcinc.com | 100% | 4.3K | #4,378,231 | View details | |
| floqast.com | 94% | 84.4K | #491,263 | View details | |
| cubesoftware.com | 56% | 155.1K | #303,944 | View details | |
| mosaic.tech | 56% | 7.6K | #780,506 | View details |
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as 8020 Consulting (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Frequently Asked Questions about 8020 Consulting
8020 Consulting was founded in 2013 and raised its 1st funding round 8 years after it was founded.
8020 Consulting is headquartered in Los Angeles, United States. It is registered at Los Angeles, California, United States.
David Lewis is the CEO of 8020 Consulting, as recorded in our data.
8020 Consulting was established in 2013 and is headquartered in Los Angeles, United States. Financial consulting services are delivered to clients in the sector, with operations centered on advisory support for financial strategies and management. The company is led by CEO David Lewis, and its domain is 8020consulting.com. Focus remains on practical financial guidance across various business needs.
8020 Consulting offers Interim Financial Management and Financial Planning and Analysis.
8020 Consulting has 1 investor. Key investors include ShoreView.
8020 Consulting operates through 8020 Consulting.