49 Financial

Finance · Texas, United States · 51-200 Employees

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Overview

Headquarters

3711 S Mopac Expy Ste 150, Austin, Texas...

Phone Number

(512) 241-7341

Website

www.49financial.com

Revenue

$100 Million

Industry

Finance Securities Trading

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 MediaSIC Code 62,628NAICS Code 52,523Show more

49 Financial Org Chart

Travis Penfield, Founder & Chief Executive Officer at 49 Financial
United States flag for contact location.
Travis Penfield

Founder & Chief Executive Officer

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Kylie Allen

Executive Vice President, Fractional Family O...

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Scott Neils

Executive VP, Growth

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Daniel Wohlgemuth

Chief Risk Officer

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Amber Allen

Senior VP, Data, Technology & Operations

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Vice President

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Market Vice President

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Vice President

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Founding Partner, Dallas Market Vice Presiden...

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Market Vice President

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Market Vice President

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Compare Similar Companies to 49 Financial

Compare insights from companies similar to 49 Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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
Waverly Advisors
$128.9M
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1999
JR
Justin RussellPartner, President and CEO
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$77M
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N/A
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EW
Edward WendolOwner and Managing Partner
Ethos Financial
$16.7M
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-
2021
N/A
Bridgeworth
$13.8M
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Private
<$5M
1988
Seth Blackburn, Chief Executive Officer and Founding Member at Bridgeworth
Seth BlackburnCEO and Founding Member
Brassell Wealth & Retirem...
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-
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Brian BrassellOwner and Managing Principal
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49 Financial Tech Stack

A closer look at the technologies used by 49 Financial

DocuSign

By

DocuSign
WordPress.org

By

Automattic
PHP

By

PHP
Cloudflare Website Optimization

By

Cloudflare
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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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