Blue Ocean Global Wealth
Finance · Maryland, United States · 51-200 Employees
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Overview
Headquarters
9841 Washingtonian Blvd Ste 200, Gaither...Phone Number
(301) 502-5306Revenue
$21.9 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Blue Ocean Global Wealth
Blue Ocean Global Wealth specializes in personalized financial planning services aimed at empowering individuals, families, and business owners to achieve financial well-being. They offer tailored solutions including investment management, retirement income planning, and small business retirement planning, with a focus on empathy and inclusion. Their intended clients include families balancing multi-generational financial needs, federal employees navigating unique financial challenges, and scientists in the biotech field seeking peace of mind for their financial futures. The firm is dedicated to providing expert guidance to help clients make informed financial decisions and secure their financial futures.Explore more
Blue Ocean Global Wealth Org Chart
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Activity Insights
Blue Ocean Global Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Blue Ocean Global Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Blue Ocean Global Wealth.
Blue Ocean Global Wealth financials insights
Gather financial insights about Blue Ocean Global Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Debt
$15K
Blue Ocean Global Wealth Tech Stack
A closer look at the technologies used by Blue Ocean Global Wealth
Most Recent Scoops
Award
Funding
Blue Ocean Global Wealth has received an SBA PPP loan in the amount of $15,995 from The Enterprise Center Capital Corporation resulting in the retention of 1 jobs.
Project
A high-level source has indicated that the organization's largest upcoming initiative within the finance and accounting department will focus on streamlining tax development.
Financial Planning
Project
Upgrade, Financial Systems
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Frequently Asked Questions Regarding Blue Ocean Global Wealth
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Blue Ocean Global Wealth specializes in personalized financial planning services aimed at empowering individuals, families, and business owners to achieve financial well-being. They offer tailored solutions including investment management, retirement income planning, and small business retirement planning, with a focus on empathy and inclusion. The... Read More
