Brightline Financial

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

1700 Rockville Pike Ste 400, Rockville, ...

Phone Number

(240) 464-4155

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Brightline Financial

Brightline Financial offers personalized financial planning services aimed at helping clients achieve financial peace of mind. They provide tailored solutions that address individual financial needs, including retirement, investment, estate, insurance, and tax planning. The company emphasizes building lasting relationships with clients by actively listening and managing investments to meet their goals. Brightline Financial serves individuals seeking guidance in navigating the complexities of their financial lives.Explore more
Brightline Financial's Social MediaPopular SearchesBrightline FinancialBrightline Management LLCBrightline Investment Advisors LLCBrightlineFinancialHomeAdvisor LaunchpadSIC Code 62,628NAICS Code 52,523Show more

Brightline Financial Org Chart

PhoneEmail
HF
United States flag for contact location.

Insurance Specialist

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

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Founded In

Top Executive

Brightline Financial

<$5M
1-10
Private
<$5M
2010
HF
Howard FriedmanInsurance Specialist
$5M
1-10
Private
-
2012
David Wilson, Founder & Chief Executive Officer at Generational Wealth Management
David WilsonFounder & CEO
<$5M
11-50
Private
<$5M
2017
GS
Gregory SnyderPortfolio Manager
<$5M
1-10
Private
-
1994
RC
Randy CowellFounder & CEO & Lead Wealth Strategist
<$5M
1-10
Private
-
2007
DH
Douglas HepburnCompany Founder
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2007
WB
Wendy BarracoInvestment Advisor & Representative & Vice President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Brightline Financial financials insights

Gather financial insights about Brightline Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$49K

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Brightline Financial Tech Stack

A closer look at the technologies used by Brightline Financial

Most Recent Scoops

Open Position
Open Position
Brightline Financial is currently seeking a Director, Food & Beverage And Merchandising. (Miami, FL)
Funding
Brightline Financial has received an SBA PPP loan in the amount of $49,950 from TD Bank resulting in the retention of 3 jobs.
Funding
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Top Finance Companies

Frequently Asked Questions Regarding Brightline Financial

What is Brightline Financial's official website?
Brightline Financial's official website is www.brightlinefinancial.com
What is Brightline Financial's Revenue?
Brightline Financial's revenue is <$5 Million
What is Brightline Financial's SIC code?
Brightline Financial's SIC: 62,628
What is Brightline Financial's NAICS code?
Brightline Financial's NAICS: 52,523
How many employees does Brightline Financial have?
Brightline Financial has 1-10 employees
What industry does Brightline Financial belong to?
Brightline Financial is in the industry of: Finance, Securities Trading
What is Brightline Financial competition?
Brightline Financial top competitors include: ACT Financial Services, Uncommon Cents Investing, Generational Wealth Management, Cornerstone Private Advisors
What technology does Brightline Financial use?
Some of the popular technologies that Brightline Financial uses are: Cloudflare Website Optimization, AppRiver, Microsoft 365, Google Tag Manager
How do I contact Brightline Financial?
Brightline Financial contact info: Phone number: (240) 464-4155 Website: www.brightlinefinancial.com
What does Brightline Financial do?

Brightline Financial offers personalized financial planning services aimed at helping clients achieve financial peace of mind. They provide tailored solutions that address individual financial needs, including retirement, investment, estate, insurance, and tax planning. The company emphasizes building lasting relationships with clients by actively... listening and managing investments to meet their goals. Brightline Financial serves individuals seeking guidance in navigating the complexities of their financial lives.Read More

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

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