Channel Financial

Finance · Canada · 11-50 Employees

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Overview

Headquarters

1155 Rene-levesque Boulevard West Ste 27...

Phone Number

(877) 333-7535

Revenue

$6.5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Channel Financial

SageView Advisory Group offers financial advisory services focused on retirement planning, investment growth, and financial wellness for both institutional clients and individual investors. Established in 1989, the firm has grown to support over 1,700 organizations and 5,000 individuals across the United States, managing approximately $235 billion in client assets. Their team is dedicated to providing customized solutions with integrity and transparency, ensuring that clients receive comprehensive support tailored to their unique needs. SageView is recognized as one of America's leading independent RIA firms, committed to transforming the financial lives of their clients.Explore more
Channel Financial's Social MediaPopular SearchesChannel FinancialChannel Brokerage LLCChannel BrokerageChannel Financial Group IncChannel Financial Group LLCSIC Code 62,628NAICS Code 52,523Show more

Channel Financial Org Chart

PhoneEmail
SW
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401 Advisor (K) & Retirement Plan Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Channel Financial

$6.5M
11-50
Private
-
2002
SW
Stephen Woodley401 Advisor (K) & Retirement Plan Consultant
<$5M
1-10
Private
-
1999
TS
Thomas SpanierChief Operating Officer
<$5M
1-10
Private
-
2017
AB
Andrea BadzaClient Service Manager
<$5M
1-10
Private
<$5M
1975
KM
Kristina MarstonJunior Controller
<$5M
1-10
Private
-
-
CS
Christina StewartDirector, Growth & Partnerships
<$5M
1-10
Private
<$5M
2013
JM
John MilesDirector, Customer Service & Administration
<$5M
1-10
Private
-
2003
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Channel Financial Tech Stack

A closer look at the technologies used by Channel Financial

Top Finance Companies

Frequently Asked Questions Regarding Channel Financial

What is Channel Financial's official website?
Channel Financial's official website is www.channelfinancial.com
What is Channel Financial's Revenue?
Channel Financial's revenue is $6.5 Million
What is Channel Financial's SIC code?
Channel Financial's SIC: 62,628
What is Channel Financial's NAICS code?
Channel Financial's NAICS: 52,523
How many employees does Channel Financial have?
Channel Financial has 11-50 employees
What industry does Channel Financial belong to?
Channel Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Channel Financial competition?
Channel Financial top competitors include: Cadence Financial Management, Black Box Pension Advocates, Paradigm Financial, Alpha & Omega
What technology does Channel Financial use?
Some of the popular technologies that Channel Financial uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, GoDaddy DNS
How do I contact Channel Financial?
Channel Financial contact info: Phone number: (877) 333-7535 Website: www.channelfinancial.com
What does Channel Financial do?

SageView Advisory Group offers financial advisory services focused on retirement planning, investment growth, and financial wellness for both institutional clients and individual investors. Established in 1989, the firm has grown to support over 1,700 organizations and 5,000 individuals across the United States, managing approximately $235 billion... in client assets. Their team is dedicated to providing customized solutions with integrity and transparency, ensuring that clients receive comprehensive support tailored to their unique needs. SageView is recognized as one of America's leading independent RIA firms, committed to transforming the financial lives of their clients.Read More

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

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