Budwisefunds

Finance · United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Budwisefunds

Budwisefunds is a financial services company that specializes in mutual fund investments, wealth management, and retirement planning. They offer a user-friendly platform with features such as paperless transactions, personalized investment advice, and a variety of goal-based investment plans. Their target clients include individuals looking for customized investment solutions, particularly those interested in retirement, child education, and tax-saving plans. Budwisefunds emphasizes security, automation, and customer satisfaction, providing 24/7 support and a lifetime free investment account.Explore more
Budwisefunds's Social MediaPopular SearchesBudwisefundsBudwisefunds Capital Advisors Pvt LtdSIC Code 62,628NAICS Code 52,523Show more

Budwisefunds Org Chart

PhoneEmail
AD
United States flag for contact location.

Relationship Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
PK
United States flag for contact location.

Financial Services Consultant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Budwisefunds your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Budwisefunds

Compare insights from companies similar to Budwisefunds, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Budwisefunds

<$5M
11-50
Private
-
-
AD
Akash DuttaRelationship Manager
$9.1M
51-200
Private
<$5M
1995
OH
Osbert HoodChief Operating Officer
$7.6M
1-10
Private
$5M
2020
YR
Yoni RonnFounder & CEO
<$5M
11-50
Private
-
2007
CR
Colleen RobertsChief Operating Officer
<$5M
1-10
Private
-
2001
AH
Asta Haas-HeyeDirector, Operations
<$5M
1-10
Private
-
1999
JD
John DorfmanFounder & Portfolio Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Budwisefunds Tech Stack

A closer look at the technologies used by Budwisefunds

Top Finance Companies

Frequently Asked Questions Regarding Budwisefunds

What is Budwisefunds's official website?
Budwisefunds's official website is www.budwisefunds.com
What is Budwisefunds's Revenue?
Budwisefunds's revenue is <$5 Million
What is Budwisefunds's SIC code?
Budwisefunds's SIC: 62,628
What is Budwisefunds's NAICS code?
Budwisefunds's NAICS: 52,523
How many employees does Budwisefunds have?
Budwisefunds has 11-50 employees
What industry does Budwisefunds belong to?
Budwisefunds is in the industry of: Finance, Securities Trading
What is Budwisefunds competition?
Budwisefunds top competitors include: Altman Investment Management, Dorfman Value Investments, Advent Capital Management, ValueSearch Capital
What technology does Budwisefunds use?
Some of the popular technologies that Budwisefunds uses are: Google AdSense, cPanel, Cloudflare CDN, Google Font API
What does Budwisefunds do?

Budwisefunds is a financial services company that specializes in mutual fund investments, wealth management, and retirement planning. They offer a user-friendly platform with features such as paperless transactions, personalized investment advice, and a variety of goal-based investment plans. Their target clients include individuals looking for cus... tomized investment solutions, particularly those interested in retirement, child education, and tax-saving plans. Budwisefunds emphasizes security, automation, and customer satisfaction, providing 24/7 support and a lifetime free investment account.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.