Assetfort

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

68 Willow Rd, Menlo Park, California, 94...

Phone Number

(650) 323-1000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
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1

About Assetfort

Assetfort Wealth Management specializes in providing diverse wealth management services tailored for high net worth Asian clients. The company offers exclusive access to global investment opportunities, including equity, real estate, and venture capital. With a focus on capitalizing on wealth opportunities in the West, Assetfort aims to bridge the gap for Asian investors seeking to expand their portfolios. Led by CEO Sophie Lo, the firm is committed to delivering strategic investment solutions to its affluent clientele.Explore more
Assetfort's Social MediaPopular SearchesAssetfortAssetfort Advisors LLCAssetfort CapitalAssetfort Capital Pvt LtdAssetfort HoldingsSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Assetfort

<$5M
11-50
Private
-
2018
N/A
$16.5M
11-50
Private
-
2008
Brendan Lake, Founder, President & Chief Executive Officer at PPB Capital Partners
Brendan LakeFounder, President & CEO
$5.5M
11-50
Private
-
2008
JM
Joseph MarrenPresident, CEO & Chief Information Officer
<$5M
11-50
Private
-
1991
ZL
Zhanhua LiaoAssistant Branch Manager
<$5M
1-10
Private
-
2020
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Assetfort Tech Stack

A closer look at the technologies used by Assetfort

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Frequently Asked Questions Regarding Assetfort

What is Assetfort's official website?
Assetfort's official website is www.assetfort.com
What is Assetfort's Revenue?
Assetfort's revenue is <$5 Million
What is Assetfort's SIC code?
Assetfort's SIC: 62,628
What is Assetfort's NAICS code?
Assetfort's NAICS: 52,523
How many employees does Assetfort have?
Assetfort has 11-50 employees
What industry does Assetfort belong to?
Assetfort is in the industry of: Finance, Securities Trading
What is Assetfort competition?
Assetfort top competitors include: Defiant Capital Group, Pillar Wealth Management, KStone Partners, PPB Capital Partners
What technology does Assetfort use?
Some of the popular technologies that Assetfort uses are: WordPress.org, PHP, Mapbox GL JS API, Google Font API
How do I contact Assetfort?
Assetfort contact info: Phone number: (650) 323-1000 Website: www.assetfort.com
What does Assetfort do?

Assetfort Wealth Management specializes in providing diverse wealth management services tailored for high net worth Asian clients. The company offers exclusive access to global investment opportunities, including equity, real estate, and venture capital. With a focus on capitalizing on wealth opportunities in the West, Assetfort aims to bridge the... gap for Asian investors seeking to expand their portfolios. Led by CEO Sophie Lo, the firm is committed to delivering strategic investment solutions to its affluent clientele.Read More

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

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