Centris Wealth Management
Finance · Kentucky, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
11802 Brinley Ave # 201, Louisville, Ken...Phone Number
(502) 888-1185Website
www.centriswealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About Centris Wealth Management
Jonathan D. Upton offers a range of financial services including financial planning, asset management, retirement planning, insurance planning, and estate planning. The company focuses on building deep and meaningful relationships with clients to provide personalized advice tailored to their financial goals. Their services cater to individuals at various life stages, ensuring comprehensive support for financial decisions. Located in Louisville, KY, they aim to guide clients through the complexities of financial planning and investment.Explore more
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Centris Wealth Management your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Funding: Get notified immidiatlly once Centris Wealth Management has new funding data
Product Launch: Get notified when Centris Wealth Management launches new products
Centris Wealth Management, which may be a good buyer, showed buying intent in Masked Content Topic
Congratulate Masked Content for being promoted to Masked Content at Centris Wealth Management
Check if Centris Wealth Management has recently received funding, and reach out quickly before it becomes old news!
Click to see if Centris Wealth Management had a recent Job posting/layoffs
Earning: See what the market has to say on Centris Wealth Management recently announced quarterly report
Check out if Centris Wealth Management is spiking on competitors!
Website visits: Recent activity has been detected on your website
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 3 more new buyers
Compare Similar Companies to Centris Wealth Management
Compare insights from companies similar to Centris Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Centris Wealth Management
<$5M
1-10
Private
-
2019
N/A
Company Profile Activity
Activity Insights
Centris Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Centris Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Centris Wealth Management.
Centris Wealth Management Tech Stack
A closer look at the technologies used by Centris Wealth Management
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Centris Wealth Management
Sign Up For FreeTo access detailed company insights
Jonathan D. Upton offers a range of financial services including financial planning, asset management, retirement planning, insurance planning, and estate planning. The company focuses on building deep and meaningful relationships with clients to provide personalized advice tailored to their financial goals. Their services cater to individuals at v... Read More
