Smith Salley & Associates
Finance · North Carolina, United States · 11-50 Employees
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Overview
Headquarters
324 W Wendover Ave Ste 301, Greensboro, ...Phone Number
(336) 379-7556Website
www.smith-salley.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
2
1
2
2
1
About Smith Salley & Associates
Smith Salley Wealth Management is a North Carolina-based wealth management firm that specializes in comprehensive financial planning, investment management, and trust services. The firm is dedicated to providing customized financial plans and transparent advice to help clients effectively manage their wealth. With over 2.89 billion in assets under management and 22 years of experience, they serve more than 1100 families, ensuring personalized strategies for secure retirement. As one of the largest owner-operated firms in the state, Smith Salley emphasizes accessibility and unparalleled service for their clients.Explore more
Smith Salley & Associates Org Chart
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Company Profile Activity
Activity Insights
Smith Salley & Associates is experiencing very low activity levels compared to other companies in the Finance sector.
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Smith Salley & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Smith Salley & Associates.
Smith Salley & Associates financials insights
Gather financial insights about Smith Salley & Associates, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Smith Salley & Associates Tech Stack
A closer look at the technologies used by Smith Salley & Associates
Most Recent Scoops
Project
A front-line source has indicated the organization plans to leverage artificial intelligence (AI) to assist the financial department through fraud alert.
Information Security, Compliance, Cyber Security, Security
Project
A front-line source has indicated that the organization is looking to reduce spending staffing.
Spending/Investment, Workforce Management
Pain Point
A front-line source has indicated that the organization is experiencing challenges related to billing & invoicing.
Financial Planning, Billing & Invoice, Financial Systems
Project
A front-line source has indicated that initiatives related to customer relationship management (CRM) are to begin within the next three months in the finance and accounting department. The organization is planning to increase current investments to support these efforts.
CRM, Spending/Investment, Accounting, Customer Engagement
Pain Point
ITSM, Workforce Management
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Frequently Asked Questions Regarding Smith Salley & Associates
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Smith Salley Wealth Management is a North Carolina-based wealth management firm that specializes in comprehensive financial planning, investment management, and trust services. The firm is dedicated to providing customized financial plans and transparent advice to help clients effectively manage their wealth. With over 2.89 billion in assets under... Read More
