Insights

Tailored advisory Valora emphasizes personalized advisory services across private wealth and institutional clients, suggesting sales opportunities in high-touch, bespoke financial services, valuations, performance analytics, and fund administration for mid-market and boutique clients seeking deeper partnerships.

Efficiency and scope Clients perceive Valora as faster, more detailed, and more agile than global firms. This positions Valora to win business from mid-sized organizations and family offices looking for high-quality, responsive service with comprehensive support including accounting, fund services, and global entity management.

Tech stack leverage Valora utilizes QuickBooks, Microsoft 365, Excel, and other common tools, indicating readiness to integrate with client systems and offer scalable, tech-enabled solutions. Opportunities exist to offer enhanced reporting, dashboards, and ERP/fintech integrations to streamline client operations.

Revenue signals With reported revenue in the range of 10 to 25 million and a 51-200 employee base, Valora targets mid-market clients. Growth potential lies in expanding fund services, valuation and performance analytics, and global entity management to attract mid-sized asset managers and wealth teams.

Growth acceleration Valora’s positioning as a trusted partner with deep expertise and partnerships hints at cross-selling opportunities across private wealth, institutional services, and custom solutions, as well as expansion into new client segments that value agility and detailed insights.

Similar companies to Valora

Valora Tech Stack

Valora uses 8 technology products and services including QuickBooks, Sucuri, Open Graph, and more. Explore Valora's tech stack below.

  • Accounting And Finance
  • Content Delivery Network
  • Open Graph
    Content Management System
  • Content Management System
  • Microsoft Excel
    Editors
  • PHP
    Programming Languages
  • X-Content-Type-Options
    Web & Portal Technology

Valora's Email Address Formats

Valora uses at least 2 email formats:
Valora Email FormatsExamplePercentage
First.Last@valora-partners.comJohn.Doe@valora-partners.com
97%
First.MiddleLast@valora-partners.comJohn.MichaelDoe@valora-partners.com
3%

Frequently Asked Questions

What is Valora's phone number?

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You can contact Valora's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Valora's stock symbol?

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Valora is a publicly traded company; the company's stock symbol is 0QLE.L.

What is Valora's official website and social media links?

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Valora's official website is valora-partners.com and has social profiles on LinkedIn.

How much revenue does Valora generate?

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As of October 2026, Valora's annual revenue is estimated to be $10M - $25M.

What is Valora's NAICS code?

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Valora's NAICS code is 52 - Finance and Insurance.

How many employees does Valora have currently?

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As of October 2026, Valora has approximately 56 employees across 5 continents, including North America, Europe and South America. Key team members include Chief Technology Officer: F. R., Head Of Investor Relations: A. C. and Managing Partner: B. B. Explore Valora's employee directory with LeadIQ.

What industry does Valora belong to?

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Valora operates in the Financial Services industry.

What technology does Valora use?

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Valora's tech stack includes QuickBooks, Sucuri, Open Graph, WordPress, Microsoft Excel, Microsoft 365, PHP and X-Content-Type-Options.

What is Valora's email format?

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Valora's email format typically follows the pattern of First.Last@valora-partners.com. Find more Valora email formats with LeadIQ.

When was Valora founded?

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Valora was founded in 2011.
Valora logo

Valora

Financial ServicesFlorida, United States51-200 Employees

Valora operates in the financial services sector, offering advisory services to both private wealth and institutional clients. Engagements are treated as unique to reflect each client's circumstances. The firm provides a range of services, including valuations, performance assessment, accounting and administration, fund services, global entity management, and customized solutions, all grounded in long-standing partnerships and specialist expertise. Some clients view Valora as faster, more detailed, and more agile than larger global firms, with a focus on direct, individualized attention and practical insights. The firm is based in Miami, Florida. It operates as a small to mid-sized firm with a dedicated team delivering its advisory services.

Section iconCompany Overview

Phone number
Stock Symbol
0QLE.L
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
51-200

Section iconFunding & Financials

  • $10M - $25M

    Valora's revenue is estimated to be in the range of $10M - $25M

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