Bernardi Securities
Finance · Illinois, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
423 Central Ave, Northfield, Illinois, 6...Phone Number
(312) 726-7324Website
www.bernardisecurities.comRevenue
$7.3 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
2
1
1
About Bernardi Securities
Bernardi Securities is a specialized firm in municipal bond portfolio management and public finance, operating since 1984. They offer customized separate account portfolios and various strategies tailored for individuals, institutions, and financial advisors. The company focuses on providing innovative public finance services, including debt issuance planning and document preparation support. Their clients include both retail and institutional investors looking to enhance their investment in municipal bonds.Explore more
Bernardi Securities 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 Bernardi Securities your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Check out if Bernardi Securities is spiking on competitors!
Bernardi Securities, which may be a good buyer, showed buying intent in Masked Content Topic
Check if Bernardi Securities has recently received funding, and reach out quickly before it becomes old news!
Product Launch: Get notified when Bernardi Securities launches new products
Click to see if Bernardi Securities had a recent Job posting/layoffs
Earning: See what the market has to say on Bernardi Securities recently announced quarterly report
Website visits: Recent activity has been detected on your website
Funding: Get notified immidiatlly once Bernardi Securities has new funding data
Congratulate Masked Content for being promoted to Masked Content at Bernardi Securities
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Recommended Actions
Reach out to Masked Content who joined Bernardi Securities as Masked Content
Find 2 more new buyers
Compare Similar Companies to Bernardi Securities
Compare insights from companies similar to Bernardi Securities, 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
Bernardi Securities
$7.3M
11-50
Private
<$5M
1984
MB
Matthew BernardiSenior Vice President, Investment Specialist
Company Profile Activity
Activity Insights
Bernardi Securities is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Bernardi Securities is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bernardi Securities.
Bernardi Securities financials insights
Gather financial insights about Bernardi Securities, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Bernardi Securities Tech Stack
A closer look at the technologies used by Bernardi Securities
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 Bernardi Securities
Sign Up For FreeTo access detailed company insights
Bernardi Securities is a specialized firm in municipal bond portfolio management and public finance, operating since 1984. They offer customized separate account portfolios and various strategies tailored for individuals, institutions, and financial advisors. The company focuses on providing innovative public finance services, including debt issuan... Read More
