2025 sales: $253 million
Previous ranking: 60
Employees: 27 full-time
197 Medical Park Road, Suite 202
Mooresville, NC 28117
(707) 585-7732
Website Executives
CEO: Jen Cochrane
CHIEF COMMUNICATIONS OFFICER: Sandy Saburn
CHIEF BUSINESS DEVELOPMENT OFFICER: Meredith Calloway
COMPANY FACTS
* Host agency, a subsidiary of Trevello World Holdings, a Canadian holding company.
* Works with 400 independent contractors.
* 100% of sales by hosted advisors.
* Sales: 100% leisure.
* A member of Virtuoso.
DEVELOPMENTS
* Acquired by Trevello in January 2025.
LOOKING AHEAD
* Improving its technology platforms and professional-development programs and services that it provides to advisors.
* Expecting continued growth after a particularly strong second half of 2025.