Alexis Advisors

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

213 Roseneath Rd, Richmond, Virginia, 23...

Phone Number

(804) 625-3290

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Alexis Advisors

Alexis Advisors is a wealth management firm that specializes in values-based financial planning and socially responsible investing, primarily targeting women and families committed to creating positive social impact. The firm empowers clients to align their financial decisions with their personal values, offering services that prioritize sustainability and ethical investment practices. As a B Corp certified organization, Alexis Advisors emphasizes purpose over profit and engages in pro-bono planning and charitable contributions. Their transparent, fee-only structure ensures that clients' interests are prioritized, fostering a supportive environment for women in financial discussions.Explore more
Alexis Advisors's Social MediaPopular SearchesAlexis Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Alexis Advisors Org Chart

RK
United States flag for contact location.

Chief Executive Officer & Founder

PhoneEmail
SV
United States flag for contact location.

Financial Advisor & Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Alexis Advisors

<$5M
1-10
Private
-
2011
RK
Roberta KellerCEO & Founder
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Alexis Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Alexis Advisors Tech Stack

A closer look at the technologies used by Alexis Advisors

Top Finance Companies

Frequently Asked Questions Regarding Alexis Advisors

What is Alexis Advisors's official website?
Alexis Advisors's official website is www.alexisadvisors.com
What is Alexis Advisors's Revenue?
Alexis Advisors's revenue is <$5 Million
What is Alexis Advisors's SIC code?
Alexis Advisors's SIC: 62,628
What is Alexis Advisors's NAICS code?
Alexis Advisors's NAICS: 52,523
How many employees does Alexis Advisors have?
Alexis Advisors has 1-10 employees
What industry does Alexis Advisors belong to?
Alexis Advisors is in the industry of: Finance, Securities Trading
What is Alexis Advisors competition?
Alexis Advisors top competitors include: Sierra Pacific Financial Advisors, Stratos Wealth Advisors, Hull Wealth Management, Core Wealth Management
What technology does Alexis Advisors use?
Some of the popular technologies that Alexis Advisors uses are: WooCommerce, WordPress.org, PHP, AppRiver
How do I contact Alexis Advisors?
Alexis Advisors contact info: Phone number: (804) 625-3290 Website: www.alexisadvisors.com
What does Alexis Advisors do?

Alexis Advisors is a wealth management firm that specializes in values-based financial planning and socially responsible investing, primarily targeting women and families committed to creating positive social impact. The firm empowers clients to align their financial decisions with their personal values, offering services that prioritize sustainabi... lity and ethical investment practices. As a B Corp certified organization, Alexis Advisors emphasizes purpose over profit and engages in pro-bono planning and charitable contributions. Their transparent, fee-only structure ensures that clients' interests are prioritized, fostering a supportive environment for women in financial discussions.Read More

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

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