Advent Partners
Likely to Engage tag.Highly Engaged Employees

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

1400 Proline Pl Ste 100, Gettysburg, Pen...

Phone Number

(717) 334-5451

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Advent Partners

Advent Partners Financial Planners provides financial planning services aimed at helping individuals, families, small business owners, and faith-based clients achieve financial security and make a positive impact in their communities. With locations in Gettysburg and Camp Hill, the firm emphasizes education and collaboration, ensuring clients understand the rationale behind their financial strategies. They offer a range of services, including charitable planning and tax-smart strategies, to enhance clients' philanthropic efforts. As part of the Thrivent Advisor Network, Advent Partners is committed to delivering independent advice that prioritizes clients' best interests.Explore more
Advent Partners's Social MediaPopular SearchesAdvent PartnersAdvent Partners Wealth Management & Financial Plan...SIC Code 62,628NAICS Code 52,523Show more

Advent Partners Org Chart

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Director, Operations

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Executive Assistant

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Executive Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advent Partners

<$5M
11-50
Private
-
-
SD
Shavonne DiggsDirector, Operations
<$5M
11-50
Private
-
-
ZO
Zuha OmerOperations Generalist
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1982
RM
Robert MaloneyManaging Member
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Advent Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Advent Partners Tech Stack

A closer look at the technologies used by Advent Partners

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Frequently Asked Questions Regarding Advent Partners

What is Advent Partners's official website?
Advent Partners's official website is www.adventpartnersfp.com
What is Advent Partners's Revenue?
Advent Partners's revenue is <$5 Million
What is Advent Partners's SIC code?
Advent Partners's SIC: 62,628
What is Advent Partners's NAICS code?
Advent Partners's NAICS: 52,523
How many employees does Advent Partners have?
Advent Partners has 11-50 employees
What industry does Advent Partners belong to?
Advent Partners is in the industry of: Finance, Securities Trading
What is Advent Partners competition?
Advent Partners top competitors include: Hargrave Fiduciary Advisors, Waterlily Planning, RAF Holdings, Squam Lakes Financial Advisors
What technology does Advent Partners use?
Some of the popular technologies that Advent Partners uses are: DocuSign, WordPress.org, PHP, Adobe Typekit
How do I contact Advent Partners?
Advent Partners contact info: Phone number: (717) 334-5451 Website: www.adventpartnersfp.com
What does Advent Partners do?

Advent Partners Financial Planners provides financial planning services aimed at helping individuals, families, small business owners, and faith-based clients achieve financial security and make a positive impact in their communities. With locations in Gettysburg and Camp Hill, the firm emphasizes education and collaboration, ensuring clients under... stand the rationale behind their financial strategies. They offer a range of services, including charitable planning and tax-smart strategies, to enhance clients' philanthropic efforts. As part of the Thrivent Advisor Network, Advent Partners is committed to delivering independent advice that prioritizes clients' best interests.Read More

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

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