Axim Planning & Wealth
Finance · Ohio, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
6797 N High St Ste 219, Worthington, Ohi...Website
www.aximwealth.comRevenue
$6 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Axim Planning & Wealth
Axim Planning & Wealth is an independent and fee-based registered investment advisor that specializes in financial planning, retirement strategies, and investment management. The firm focuses on creating personalized financial roadmaps that align with clients' goals, ensuring that every dollar has a purpose. Axim serves clients in Dayton, Columbus, Cincinnati, and nationwide, emphasizing a holistic approach to financial independence and long-term planning. Their mission is to provide fiduciary advice and clear communication, fostering a more human-centered financial industry.Explore more
Axim Planning & Wealth Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Axim Planning & Wealth your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Website visits: Recent activity has been detected on your website
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Earning: See what the market has to say on Axim Planning & Wealth recently announced quarterly report
Check out if Axim Planning & Wealth is spiking on competitors!
Congratulate Masked Content for being promoted to Masked Content at Axim Planning & Wealth
Check if Axim Planning & Wealth has recently received funding, and reach out quickly before it becomes old news!
Axim Planning & Wealth, which may be a good buyer, showed buying intent in Masked Content Topic
Funding: Get notified immidiatlly once Axim Planning & Wealth has new funding data
Click to see if Axim Planning & Wealth had a recent Job posting/layoffs
Product Launch: Get notified when Axim Planning & Wealth launches new products
Recommended Actions
Reach out to Masked Content who joined Axim Planning & Wealth as Masked Content
Find more new buyers
Compare Similar Companies to Axim Planning & Wealth
Compare insights from companies similar to Axim Planning & Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Axim Planning & Wealth
$6M
1-10
Private
-
1993
LP
Luong PhamAdvisor, Chief Compliance Officer, CEO, Investment Advisor, Investment Advisor R
Company Profile Activity
Activity Insights
Axim Planning & Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Axim Planning & Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Axim Planning & Wealth.
Axim Planning & Wealth Tech Stack
A closer look at the technologies used by Axim Planning & Wealth
See more technologies
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Axim Planning & Wealth
Sign Up For FreeTo access detailed company insights
Axim Planning & Wealth is an independent and fee-based registered investment advisor that specializes in financial planning, retirement strategies, and investment management. The firm focuses on creating personalized financial roadmaps that align with clients' goals, ensuring that every dollar has a purpose. Axim serves clients in Dayton, Columbus,... Read More
