Bootpack Financial Partners

Finance · 1-10 Employees

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Overview

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1

About Bootpack Financial Partners

Bootpack Financial Partners, LLC offers institutional investment strategies tailored for high-net-worth individuals and families, focusing on complex financial situations such as concentrated stock positions and multigenerational wealth planning. The firm emphasizes an integrated approach to financial management, aligning investment, tax, and estate planning to optimize after-tax outcomes. With a commitment to personalized service, Bootpack maintains a limited client base to ensure dedicated attention and strategic alignment. Rooted in Jackson Hole values, the company combines local insights with global expertise to help clients navigate their unique financial landscapes.Explore more
Bootpack Financial Partners's Social MediaPopular SearchesBootpack Financial PartnersBootpack VenturesBootpack Photo CoBootpack FinancialSIC Code 62,628NAICS Code 52,523Show more

Bootpack Financial Partners Org Chart

PhoneEmail
EL

Finance & Philanthropy Advisor

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PK

Marketing Advisor

PhoneEmail
PK

Operations Marketing Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bootpack Financial Partne...

<$5M
1-10
Private
-
2017
EL
Erin LusinsFinance & Philanthropy Advisor
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$7M
1-10
Private
-
1999
N/A
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
-
-
Justin Heller, Founder & President at Heller Private Wealth
Justin HellerFounder & President
<$5M
1-10
Private
-
2021
KB
Kimberly Burdeaux-NealDirector, Client Relations
<$5M
1-10
Private
-
2014
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Company Profile Activity

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Activity Insights

Bootpack Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Bootpack Financial Partners Tech Stack

A closer look at the technologies used by Bootpack Financial Partners

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Frequently Asked Questions Regarding Bootpack Financial Partners

What is Bootpack Financial Partners's official website?
Bootpack Financial Partners's official website is www.bootpack.com
What is Bootpack Financial Partners's Revenue?
Bootpack Financial Partners's revenue is <$5 Million
What is Bootpack Financial Partners's SIC code?
Bootpack Financial Partners's SIC: 62,628
What is Bootpack Financial Partners's NAICS code?
Bootpack Financial Partners's NAICS: 52,523
How many employees does Bootpack Financial Partners have?
Bootpack Financial Partners has 1-10 employees
What industry does Bootpack Financial Partners belong to?
Bootpack Financial Partners is in the industry of: Finance, Securities Trading
What is Bootpack Financial Partners competition?
Bootpack Financial Partners top competitors include: Heller Private Wealth, Dowd Financial Group, Alliance Wealth Advisors, KMR Wealth Advisory
What technology does Bootpack Financial Partners use?
Some of the popular technologies that Bootpack Financial Partners uses are: WordPress.org, reCAPTCHA, PHP, Google Cloud DNS
What does Bootpack Financial Partners do?

Bootpack Financial Partners, LLC offers institutional investment strategies tailored for high-net-worth individuals and families, focusing on complex financial situations such as concentrated stock positions and multigenerational wealth planning. The firm emphasizes an integrated approach to financial management, aligning investment, tax, and estat... e planning to optimize after-tax outcomes. With a commitment to personalized service, Bootpack maintains a limited client base to ensure dedicated attention and strategic alignment. Rooted in Jackson Hole values, the company combines local insights with global expertise to help clients navigate their unique financial landscapes.Read More

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

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