Amara Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

580 California St Fl 12, San Francisco, ...

Phone Number

(415) 319-1071

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1

About Amara Financial

Amara Financial, LLC is a high-touch boutique Registered Investment Advisory firm that adheres to a fiduciary standard, ensuring the highest level of care for its clients. The firm focuses on comprehensive financial planning that goes beyond mere numbers, emphasizing the importance of understanding clients' personal goals, values, and relationships. With a team of experienced and accessible financial planning professionals, Amara aims to create tailored financial strategies that reflect each client's unique vision. Their services are designed for individuals seeking a more personalized approach to financial planning.Explore more
Popular SearchesAmara Financial LLCAmara Financial Services IncAmarafinancialSIC Code 62,628NAICS Code 52,523Show more

Amara Financial Org Chart

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Lauren Fortier, Financial Planner & Chief Operating Officer at Amara Financial
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Financial Planner & Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Amara Financial

<$5M
1-10
Private
-
2020
Lauren Fortier, Financial Planner & Chief Operating Officer at Amara Financial
Lauren FortierFinancial Planner & Chief Operating Officer
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
1985
N/A
<$5M
1-10
Private
-
-
PC
Paul CimaPresident & CEO
<$5M
1-10
Private
-
2013
PL
Paul LaViolaManager, Wealth Certified Financial & Planner & Co-Founder & Fee-Only Advisor
<$5M
1-10
Private
-
2004
Robert Rall, President & Founder at Rall Capital Management
Robert RallPresident & Founder
<$5M
1-10
Private
-
-
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Amara Financial Tech Stack

A closer look at the technologies used by Amara Financial

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Frequently Asked Questions Regarding Amara Financial

What is Amara Financial's official website?
Amara Financial's official website is www.amarafinancial.com
What is Amara Financial's Revenue?
Amara Financial's revenue is <$5 Million
What is Amara Financial's SIC code?
Amara Financial's SIC: 62,628
What is Amara Financial's NAICS code?
Amara Financial's NAICS: 52,523
How many employees does Amara Financial have?
Amara Financial has 1-10 employees
What industry does Amara Financial belong to?
Amara Financial is in the industry of: Finance, Securities Trading
What is Amara Financial competition?
Amara Financial top competitors include: Alliance Wealth Advisors, Foundation Wealth Management, Rall Capital Management, Total Wealth Advisors
What technology does Amara Financial use?
Some of the popular technologies that Amara Financial uses are: goo.gl, Adobe Typekit, Microsoft Dynamics CRM, Microsoft 365
How do I contact Amara Financial?
Amara Financial contact info: Phone number: (415) 319-1071 Website: www.amarafinancial.com
What does Amara Financial do?

Amara Financial, LLC is a high-touch boutique Registered Investment Advisory firm that adheres to a fiduciary standard, ensuring the highest level of care for its clients. The firm focuses on comprehensive financial planning that goes beyond mere numbers, emphasizing the importance of understanding clients' personal goals, values, and relationships... . With a team of experienced and accessible financial planning professionals, Amara aims to create tailored financial strategies that reflect each client's unique vision. Their services are designed for individuals seeking a more personalized approach to financial planning.Read More

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

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