Beyond Wealth

Finance · Kansas, United States · 1-10 Employees

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Overview

Headquarters

10901 Lowell Ave Ste 125, Overland Park,...

Phone Number

(913) 871-7980

Revenue

<$5 Million

Industry

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

About Beyond Wealth

Two is better than one. Thats why our founders, Brandy Branstetter and Andrew Comstock, decided to merge their solo financial advisory practices, combining their financial planning and portfolio management backgrounds to serve clients in the Kansas City metro area. In addition to sharing an alma mater (Go, TU!), they share a commitment to providing high-touch, personalized service to earn clients trust. They also share the belief that knowledge is empowerment. They want clients to understand the why behind each recommendation the Beyond Wealth team makes so that they can feel confident they are on the right path toward living their best lives.Explore more
Beyond Wealth's Social MediaPopular SearchesBeyond WealthWealthBeyondwealth1SIC Code 62,628NAICS Code 52,523Show more

Beyond Wealth Org Chart

PhoneEmail
EM
United States flag for contact location.

Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Beyond Wealth

<$5M
1-10
Private
-
-
EM
Emma MilanManager, Operations
$7.3M
1-10
Private
-
2003
SC
Susan CookCertified Financial Planner
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Beyond Wealth Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Beyond Wealth

What is Beyond Wealth's official website?
Beyond Wealth's official website is www.beyond-wealth.com
What is Beyond Wealth's Revenue?
Beyond Wealth's revenue is <$5 Million
What is Beyond Wealth's SIC code?
Beyond Wealth's SIC: 62,628
What is Beyond Wealth's NAICS code?
Beyond Wealth's NAICS: 52,523
How many employees does Beyond Wealth have?
Beyond Wealth has 1-10 employees
What industry does Beyond Wealth belong to?
Beyond Wealth is in the industry of: Finance, Securities Trading
What is Beyond Wealth competition?
Beyond Wealth top competitors include: Constant Guidance Financial, Focus Financial Network, Vibrance Wealth Management, Core Wealth Management
What technology does Beyond Wealth use?
Some of the popular technologies that Beyond Wealth uses are: Google Universal Analytics, MailChimp, Squarespace Online Stores, Google Cloud Web Serving
How do I contact Beyond Wealth?
Beyond Wealth contact info: Phone number: (913) 871-7980 Website: www.beyond-wealth.com
What does Beyond Wealth do?

Two is better than one. Thats why our founders, Brandy Branstetter and Andrew Comstock, decided to merge their solo financial advisory practices, combining their financial planning and portfolio management backgrounds to serve clients in the Kansas City metro area. In addition to sharing an alma mater (Go, TU!), they share a commitment to providing... high-touch, personalized service to earn clients trust. They also share the belief that knowledge is empowerment. They want clients to understand the why behind each recommendation the Beyond Wealth team makes so that they can feel confident they are on the right path toward living their best lives.Read More

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

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