Chicory Wealth

Finance · Georgia, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

3904 N Druid Hills Rd PMB 366, Decatur, ...

Phone Number

(404) 294-5917

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Chicory Wealth

Chicory Wealth provides independent financial guidance focused on socially conscious investing for clients who prioritize the impact of their financial decisions. They serve a diverse clientele, including wealth builders, inheritors, retirees, small businesses, nonprofits, and advisory firms. Their services encompass financial planning, impact investing, tax planning, estate planning, and shareholder engagement, all aimed at aligning clients' financial goals with their personal values. Chicory Wealth is dedicated to helping clients navigate their financial journeys while making a positive difference in the world.Explore more
Chicory Wealth's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Chicory Wealth Org Chart

MK
United States flag for contact location.

Chief Executive Officer & Founder

PhoneEmail
JH
United States flag for contact location.

Chief Compliance Officer & Compliance Officer...

PhoneEmail

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

Compare Similar Companies to Chicory Wealth

Compare insights from companies similar to Chicory Wealth, 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

Chicory Wealth

<$5M
11-50
Private
-
2017
MK
Margaret KulykCEO & Founder
<$5M
1-10
Private
-
1991
AF
Andrew FriedmanPresident & CEO
<$5M
1-10
Private
-
1983
Illustration of an envelope

Chicory Wealth Tech Stack

A closer look at the technologies used by Chicory Wealth

Top Finance Companies

Frequently Asked Questions Regarding Chicory Wealth

What is Chicory Wealth's official website?
Chicory Wealth's official website is www.chicorywealth.com
What is Chicory Wealth's Revenue?
Chicory Wealth's revenue is <$5 Million
What is Chicory Wealth's SIC code?
Chicory Wealth's SIC: 62,628
What is Chicory Wealth's NAICS code?
Chicory Wealth's NAICS: 52,523
How many employees does Chicory Wealth have?
Chicory Wealth has 11-50 employees
What industry does Chicory Wealth belong to?
Chicory Wealth is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Chicory Wealth competition?
Chicory Wealth top competitors include: Covenant Wealth Advisors, HSC Wealth Advisors, AJF Financial Services
What technology does Chicory Wealth use?
Some of the popular technologies that Chicory Wealth uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Chicory Wealth?
Chicory Wealth contact info: Phone number: (404) 294-5917 Website: www.chicorywealth.com
What does Chicory Wealth do?

Chicory Wealth provides independent financial guidance focused on socially conscious investing for clients who prioritize the impact of their financial decisions. They serve a diverse clientele, including wealth builders, inheritors, retirees, small businesses, nonprofits, and advisory firms. Their services encompass financial planning, impact inve... sting, tax planning, estate planning, and shareholder engagement, all aimed at aligning clients' financial goals with their personal values. Chicory Wealth is dedicated to helping clients navigate their financial journeys while making a positive difference in the world.Read More

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

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.