Bautis Financial
Finance · New Jersey, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
7 N Mountain Ave, Montclair, New Jersey,...Phone Number
(862) 205-5800Website
www.bautisfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About Bautis Financial
Bautis Financial is a fiduciary financial advisory firm based in Montclair, New Jersey, dedicated to helping individuals, families, small business owners, retirees, and 401k plan sponsors achieve their financial goals. The company emphasizes a personalized approach to wealth management, focusing on understanding clients' values and concerns to develop tailored strategies for wealth preservation and growth. Utilizing advanced technology, Bautis Financial aims to remove uncertainty from investment decisions by aligning portfolios with clients' risk and reward expectations. Their commitment to client interests is reflected in their complimentary consultations, fostering personal connections to ensure the right fit for financial services.Explore more
Bautis Financial 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 Bautis Financial your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Check out if Bautis Financial is spiking on competitors!
Bautis Financial, which may be a good buyer, showed buying intent in Masked Content Topic
Click to see if Bautis Financial had a recent Job posting/layoffs
Website visits: Recent activity has been detected on your website
Check if Bautis Financial has recently received funding, and reach out quickly before it becomes old news!
Funding: Get notified immidiatlly once Bautis Financial has new funding data
Congratulate Masked Content for being promoted to Masked Content at Bautis Financial
Product Launch: Get notified when Bautis Financial launches new products
Earning: See what the market has to say on Bautis Financial recently announced quarterly report
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 2 more new buyers
Compare Similar Companies to Bautis Financial
Compare insights from companies similar to Bautis Financial, 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
Company Profile Activity
Activity Insights
Bautis Financial is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Bautis Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bautis Financial.
Bautis Financial Tech Stack
A closer look at the technologies used by Bautis Financial
See more technologies
Bautis Financial News & Media
Biden Asks Congress to Force Rail Deal Over Union Objections
(Bloomberg) -- President Joe Biden and Speaker Nancy Pelosi are moving to prevent a looming shutdown of the nation’s freight railroads with the House preparing to take up legislation this week to impose a settlement over the objections of some unions.Most Read from BloombergApple to Lose 6 Million iPhone Pros From Tumult at China PlantNext Covid-19 Strain May be More Dangerous, Lab Study ShowsThere’s a Job-Market Riddle at the Heart of the Next RecessionBiden saidMiami business leader Aida Levitan named to Forbes 50 over 50 group of top females
Aida Levitan, chair of U.S. Century Bank, one of Miami’s largest community banks, was selected to Forbes magazine’s 50 over 50 list of top female business leaders, entrepreneurs and financiers.
Read more news
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Bautis Financial
Sign Up For FreeTo access detailed company insights
Bautis Financial is a fiduciary financial advisory firm based in Montclair, New Jersey, dedicated to helping individuals, families, small business owners, retirees, and 401k plan sponsors achieve their financial goals. The company emphasizes a personalized approach to wealth management, focusing on understanding clients' values and concerns to deve... Read More
