C1 Wealth Management

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

1902 120th Pl SE Ste 103A, Everett, Wash...

Phone Number

(208) 310-5128

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About C1 Wealth Management

C 1 Wealth Management is a financial services firm that offers a range of products including insurance, investment strategies, and retirement planning. They focus on providing personalized financial solutions tailored to the needs of both individuals and business owners. The company emphasizes a client-centered approach, conducting thorough financial reviews and optimizing solutions to help clients achieve their financial goals. Their team of experienced financial professionals is dedicated to educating clients and empowering them to take control of their financial futures.Explore more
C1 Wealth Management's Social MediaPopular SearchesC1 Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

C1 Wealth Management Org Chart

Jacob O'Banion, President & Chief Executive Officer at C1 Wealth Management
United States flag for contact location.

President & Chief Executive Officer

PhoneEmail
JR
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Chief Operations Officer

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

C1 Wealth Management

<$5M
11-50
Private
<$5M
2021
Jacob O'Banion, President & Chief Executive Officer at C1 Wealth Management
Jacob O'BanionPresident & CEO
$15.9M
1-10
Private
-
1995
<$5M
11-50
Private
-
1999
RT
Rachel TorresChief Operations Officer
<$5M
11-50
Private
-
2018
N/A
<$5M
1-10
Private
-
2004
TP
Terence PaulauskisSenior Vice President
<$5M
11-50
Private
-
-
PS
Pattie SpicherDirector, Operations
<$5M
1-10
Private
-
1999
GG
Gregg GlassDirector, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

C1 Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

C1 Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about C1 Wealth Management.

C1 Wealth Management financials insights

Gather financial insights about C1 Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2024

Debt

$50K

See All C1 Wealth Management's Financials Insights

C1 Wealth Management Tech Stack

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Frequently Asked Questions Regarding C1 Wealth Management

What is C1 Wealth Management's official website?
C1 Wealth Management's official website is www.c1wealthmanagement.com
What is C1 Wealth Management's Revenue?
C1 Wealth Management's revenue is <$5 Million
What is C1 Wealth Management's SIC code?
C1 Wealth Management's SIC: 62,628
What is C1 Wealth Management's NAICS code?
C1 Wealth Management's NAICS: 52,523
How many employees does C1 Wealth Management have?
C1 Wealth Management has 11-50 employees
What industry does C1 Wealth Management belong to?
C1 Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is C1 Wealth Management competition?
C1 Wealth Management top competitors include: Redbridge Financial, Fortegic, Walla Street Wealth Management, Wealth Solutions
What technology does C1 Wealth Management use?
Some of the popular technologies that C1 Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, AppRiver, Smarsh
How do I contact C1 Wealth Management?
C1 Wealth Management contact info: Phone number: (208) 310-5128 Website: www.c1wealthmanagement.com
What does C1 Wealth Management do?

C 1 Wealth Management is a financial services firm that offers a range of products including insurance, investment strategies, and retirement planning. They focus on providing personalized financial solutions tailored to the needs of both individuals and business owners. The company emphasizes a client-centered approach, conducting thorough financi... al reviews and optimizing solutions to help clients achieve their financial goals. Their team of experienced financial professionals is dedicated to educating clients and empowering them to take control of their financial futures.Read More

What are C1 Wealth Management social media links?
C1 Wealth Management Linkedin page
Is C1 Wealth Management a public company?
C1 Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about C1 Wealth Management

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