49 Financial

Finance · Texas, United States · 51-200 Employees

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Overview

Headquarters

3711 S Mopac Expwy Ste 150, Austin, Texa...

Phone Number

(512) 241-7341

Revenue

$100 Million

Industry

Finance Securities Trading
ZI Rank: 4
Signal Type
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ZI Rank
3
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About 49 Financial

49 Financial is a values-based financial planning firm that offers comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals. Their team of knowledgeable advisors simplifies the financial planning process by creating tailored plans that align with clients' unique needs and circumstances. They cater to a diverse clientele, including business owners, pre-retirees, retirees, and high-income earners with complex financial needs. By partnering with clients, 49 Financial provides guidance and support to ensure informed financial decisions throughout various life stages.Explore more
49 Financial's Social MediaPopular Searches49 Financial49financial.comAXA Advisors LLC49 Financial LLC49 Holdings LLCSIC Code 62,628NAICS Code 52,523Show more

49 Financial Org Chart

Travis Penfield, Founder & Chief Executive Officer at 49 Financial
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Founder & Chief Executive Officer

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JM
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Chief Operating Officer

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Executive Vice President, Fractional Family O...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

49 Financial

$100M
51-200
Private
-
2019
Travis Penfield, Founder & Chief Executive Officer at 49 Financial
Travis PenfieldFounder & CEO
$128.9M
201-500
Private
-
1999
$77M
201-500
Private
-
2008
DS
David SeldenFounder & Managing Advisor
$21.5M
51-200
Private
-
2009
EW
Edward WendolOwner and Managing Partner
$16.7M
51-200
Private
-
2021
N/A
$13.8M
51-200
Private
<$5M
1988
Seth Blackburn, Chief Executive Officer and Founding Member at Bridgeworth
Seth BlackburnCEO and Founding Member
$12.1M
51-200
Private
-
-
BB
Brian BrassellOwner and Managing Principal
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Company Profile Activity

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Activity Insights

49 Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

49 Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about 49 Financial.

49 Financial Tech Stack

A closer look at the technologies used by 49 Financial

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Customer Engagement, Sales, Artificial Intelligence, Sales Training
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Frequently Asked Questions Regarding 49 Financial

What is 49 Financial's official website?
49 Financial's official website is www.49financial.com
What is 49 Financial's Revenue?
49 Financial's revenue is $100 Million
What is 49 Financial's SIC code?
49 Financial's SIC: 62,628
What is 49 Financial's NAICS code?
49 Financial's NAICS: 52,523
How many employees does 49 Financial have?
49 Financial has 51-200 employees
What industry does 49 Financial belong to?
49 Financial is in the industry of: Finance, Securities Trading
What is 49 Financial competition?
49 Financial top competitors include: Mountain West Retirement, Bridgeworth, Ethos Financial, Waverly Advisors
What companies has 49 Financial acquired?
49 Financial has acquired the companies: 49 Holdings
What technology does 49 Financial use?
Some of the popular technologies that 49 Financial uses are: DocuSign, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact 49 Financial?
49 Financial contact info: Phone number: (512) 241-7341 Website: www.49financial.com
What does 49 Financial do?

49 Financial is a values-based financial planning firm that offers comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals. Their team of knowledgeable advisors simplifies the financial planning process by creating tailored plans that align with clients' unique needs and circumstances. The... y cater to a diverse clientele, including business owners, pre-retirees, retirees, and high-income earners with complex financial needs. By partnering with clients, 49 Financial provides guidance and support to ensure informed financial decisions throughout various life stages.Read More

What are 49 Financial social media links?
49 Financial Linkedin page 49 Financial Facebook page
Is 49 Financial a public company?
49 Financial is private company therefore does not currently have an official ticker symbol
See more information about 49 Financial

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