The Appointment Biz

Business Services · 51-200 Employees

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Overview

Phone Number

(530) 577-5300

Revenue

$16.5 Million

Industry

Business Services Call Centers & Business Centers Human Resources Management Systems (HRMS)
ZI Rank: 1
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ZI Rank
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About The Appointment Biz

The Appointment Biz, founded in 1996, specializes in outsourced scheduling services and territory management specifically for wholesalers in the financial services industry. They partner with financial advisors to manage appointments and provide administrative support to enhance productivity and efficiency. Their trained schedulers understand compliance issues and prioritize the unique needs of sales professionals, ensuring a collaborative relationship that allows clients to focus on revenue-generating activities. By alleviating the burdens of scheduling and administrative tasks, The Appointment Biz empowers wholesalers to optimize their performance and balance work-life commitments.Explore more
The Appointment Biz's Social MediaPopular SearchesThe Appointment BizAppointment BizSIC Code 87,874NAICS Code 56,561Show more

The Appointment Biz Org Chart

Julie Threewit, President & Chief Executive Officer at The Appointment Biz

President & Chief Executive Officer

PhoneEmail
LS

Scheduler

PhoneEmail
RK

Admin

PhoneEmail
DM

Virtual Office Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Appointment Biz

$16.5M
51-200
Private
-
1996
Julie Threewit, President & Chief Executive Officer at The Appointment Biz
Julie ThreewitPresident & CEO
$9.2M
51-200
Private
-
2002
CM
C. MorrisCEO & President
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$6.1M
11-50
Private
-
2005
$5.3M
11-50
Private
<$5M
2007
DC
Donald ChambersChief Investment Officer
<$5M
11-50
Private
-
2007
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

The Appointment Biz is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

The Appointment Biz is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about The Appointment Biz.

The Appointment Biz Tech Stack

A closer look at the technologies used by The Appointment Biz

Top Business Services Companies

Frequently Asked Questions Regarding The Appointment Biz

What is The Appointment Biz's official website?
The Appointment Biz's official website is www.theappointmentbiz.com
What is The Appointment Biz's Revenue?
The Appointment Biz's revenue is $16.5 Million
What is The Appointment Biz's SIC code?
The Appointment Biz's SIC: 87,874
What is The Appointment Biz's NAICS code?
The Appointment Biz's NAICS: 56,561
How many employees does The Appointment Biz have?
The Appointment Biz has 51-200 employees
What industry does The Appointment Biz belong to?
The Appointment Biz is in the industry of: Business Services, Call Centers & Business Centers, Human Resources Management Systems (HRMS)
What is The Appointment Biz competition?
The Appointment Biz top competitors include: Biltmore Capital Advisors, Greenwood Capital Associates, Arque Capital, Beacon Financial Partners
What technology does The Appointment Biz use?
Some of the popular technologies that The Appointment Biz uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact The Appointment Biz?
The Appointment Biz contact info: Phone number: (530) 577-5300 Website: www.theappointmentbiz.com
What does The Appointment Biz do?

The Appointment Biz, founded in 1996, specializes in outsourced scheduling services and territory management specifically for wholesalers in the financial services industry. They partner with financial advisors to manage appointments and provide administrative support to enhance productivity and efficiency. Their trained schedulers understand compl... iance issues and prioritize the unique needs of sales professionals, ensuring a collaborative relationship that allows clients to focus on revenue-generating activities. By alleviating the burdens of scheduling and administrative tasks, The Appointment Biz empowers wholesalers to optimize their performance and balance work-life commitments.Read More

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

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