BlueStem Wealth Partners
Finance · Minnesota, United States · 11-50 Employees
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Overview
Headquarters
405 Babcock Blvd E Ste 160, Delano, Minn...Phone Number
(612) 464-0371Revenue
$10.3 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About BlueStem Wealth Partners
BlueStem Wealth Partners specializes in financial life planning and investment management, focusing on helping clients achieve a fulfilling and purposeful life through value-centric financial advice. They prioritize their clients' goals, providing tools and guidance to make informed decisions about wealth management. The firm boasts a multigenerational team with over 225 years of collective experience, ensuring trustworthy and proactive support for clients. With a commitment to their roots in Minnesota, BlueStem Wealth Partners serves clients across the country, emphasizing a collaborative approach to financial planning.Explore more
BlueStem Wealth Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
BlueStem Wealth Partners
$10.3M
11-50
Private
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MH
Michael HellandPresident, Operations & Business Development
Company Profile Activity
Activity Insights
BlueStem Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
BlueStem Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about BlueStem Wealth Partners.
BlueStem Wealth Partners Tech Stack
A closer look at the technologies used by BlueStem Wealth Partners
Most Recent Scoops
Project
A front-line source in Financial Planning has indicated that the organization has completed initiatives related to debt and equity within the last nine months.
Financial Planning, Compensation & Benefits, Employee Relations, Workforce Management
Project
A front-line source in Financial Planning has indicated that the organization is planning to release a request for proposal (RFP) for initiatives related to financial reporting.
Accounting, Financial Planning, Audit
Project
A front-line source in Financial Planning has indicated that the organization is planning to begin initiatives related to financial processes automation within three months. BlueStem Wealth Partners is currently evaluating vendors to support these efforts.
Automation, Financial Planning, Financial Systems
Project
A front-line source in Financial Planning has indicated that the organization is in the midst of initiatives related to customer relationship management (CRM). BlueStem Wealth Partners is currently evaluating Salesforce CRM.
CRM, Financial Planning, Sales
Project
Data Management, Data Science, Financial Planning, Compliance
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Frequently Asked Questions Regarding BlueStem Wealth Partners
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BlueStem Wealth Partners specializes in financial life planning and investment management, focusing on helping clients achieve a fulfilling and purposeful life through value-centric financial advice. They prioritize their clients' goals, providing tools and guidance to make informed decisions about wealth management. The firm boasts a multigenerati... Read More
