Addante Financial Services

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

1701 E Lake Ave Ste 140, Glenview, Illin...

Phone Number

(847) 729-8120

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About Addante Financial Services

Addante Financial Services is a leading financial advisory company based in Chicago, IL, dedicated to providing high-quality service, integrity, and professionalism to its clients. The company offers a range of financial services including tax preparation, IRS audit representation, income tax issue resolution, IRA and 401k rollover assistance, and insurance plans. Their target clients include individuals, business owners, and professionals seeking to manage their finances effectively. Addante Financial Services prides itself on building long-term relationships by understanding and addressing the unique needs and goals of each client.Explore more
Popular SearchesAddante Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

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Revenue

Number of Employees

Type

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Founded In

Top Executive

Addante Financial Service...

<$5M
1-10
Private
-
-
N/A
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
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2017
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AP
Amy PerrinBranch Manager
<$5M
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Private
-
-
DT
David TheisNapfa-Registered Financial Advisor
<$5M
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-
-
James Matt, Founder & Partner at Strada Wealth Advisors
James MattFounder & Partner
<$5M
1-10
Private
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-
TD
Tracey DaigleChief Compliance Officer & Senior Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Addante Financial Services Tech Stack

A closer look at the technologies used by Addante Financial Services

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Frequently Asked Questions Regarding Addante Financial Services

What is Addante Financial Services's official website?
Addante Financial Services's official website is www.addantefinancial.com
What is Addante Financial Services's Revenue?
Addante Financial Services's revenue is <$5 Million
What is Addante Financial Services's SIC code?
Addante Financial Services's SIC: 62,628
What is Addante Financial Services's NAICS code?
Addante Financial Services's NAICS: 52,523
How many employees does Addante Financial Services have?
Addante Financial Services has 1-10 employees
What industry does Addante Financial Services belong to?
Addante Financial Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Addante Financial Services competition?
Addante Financial Services top competitors include: Fee-Only Financial Advisors, Burrows Capital, Canopy Roads Advisors, Robinson Smith Wealth Advisors
What technology does Addante Financial Services use?
Some of the popular technologies that Addante Financial Services uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Addante Financial Services?
Addante Financial Services contact info: Phone number: (847) 729-8120 Website: www.addantefinancial.com
What does Addante Financial Services do?

Addante Financial Services is a leading financial advisory company based in Chicago, IL, dedicated to providing high-quality service, integrity, and professionalism to its clients. The company offers a range of financial services including tax preparation, IRS audit representation, income tax issue resolution, IRA and 401k rollover assistance, and... insurance plans. Their target clients include individuals, business owners, and professionals seeking to manage their finances effectively. Addante Financial Services prides itself on building long-term relationships by understanding and addressing the unique needs and goals of each client.Read More

Is Addante Financial Services a public company?
Addante Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Addante Financial Services

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