Atlantic Financial

Finance · Massachusetts, United States · 201-500 Employees

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Overview

Headquarters

6 Colonial Dr, Westborough, Massachusett...

Phone Number

(508) 870-9738

Revenue

$15.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
2
1
1
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1

About Atlantic Financial

Founded in 1994, Atlantic Financial is a Registered Investment Advisor firm dedicated to helping clients build a Financial Citadel, which encompasses wealth structures, risk protection, and strategic planning. The firm focuses on educating clients about the changing global economy and offers services such as organizing wealth, investing in businesses, and Bitcoin. With a commitment to sound money principles and value investing, Atlantic Financial aims to empower individuals to navigate financial risks and opportunities. Led by founder Bruce Fenton, who has over 30 years of experience in finance, the firm is positioned to enhance clients' wealth planning and strategies.Explore more
Atlantic Financial's Social MediaPopular SearchesAtlantic Financial IncAtlantic FinancialAtlantic BooksAtlanticfinancialAtlantic Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Atlantic Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Atlantic Financial

$15.7M
201-500
Private
-
1994
$113.9M
201-500
Private
<$5M
1999
$92.8M
201-500
Private
$201M
1991
FA
Floriane AllardChief People Officer
$66.3M
201-500
Private
<$5M
1988
LS
Lance StanleyChief Financial Officer
$46.9M
51-200
Private
<$5M
2007
WS
Whitney StevensCompliance Officer
$40.2M
501-1,000
Private
<$5M
2001
Brett Schaffer, Chief Executive Officer & Founder at Phoenix Capital
Brett SchafferCEO & Founder
$39.5M
51-200
Private
<$5M
1996
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Atlantic Financial Tech Stack

A closer look at the technologies used by Atlantic Financial

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Frequently Asked Questions Regarding Atlantic Financial

What is Atlantic Financial's official website?
Atlantic Financial's official website is www.atlanticfinancial.com
What is Atlantic Financial's Revenue?
Atlantic Financial's revenue is $15.7 Million
What is Atlantic Financial's SIC code?
Atlantic Financial's SIC: 62,628
What is Atlantic Financial's NAICS code?
Atlantic Financial's NAICS: 52,523
How many employees does Atlantic Financial have?
Atlantic Financial has 201-500 employees
What industry does Atlantic Financial belong to?
Atlantic Financial is in the industry of: Finance, Securities Trading
What is Atlantic Financial competition?
Atlantic Financial top competitors include: Independent Capital Management, Coldstream Holdings, Sequoia Financial Group, Phoenix Capital
What technology does Atlantic Financial use?
Some of the popular technologies that Atlantic Financial uses are: PHP 5.6, WordPress.org, reCAPTCHA, PHP
How do I contact Atlantic Financial?
Atlantic Financial contact info: Phone number: (508) 870-9738 Website: www.atlanticfinancial.com
What does Atlantic Financial do?

Founded in 1994, Atlantic Financial is a Registered Investment Advisor firm dedicated to helping clients build a Financial Citadel, which encompasses wealth structures, risk protection, and strategic planning. The firm focuses on educating clients about the changing global economy and offers services such as organizing wealth, investing in business... es, and Bitcoin. With a commitment to sound money principles and value investing, Atlantic Financial aims to empower individuals to navigate financial risks and opportunities. Led by founder Bruce Fenton, who has over 30 years of experience in finance, the firm is positioned to enhance clients' wealth planning and strategies.Read More

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

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