CIC Wealth
Highly Engaged Employees
Highly Engaged EmployeesFinance · Maryland, United States · 11-50 Employees
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Overview
Headquarters
1101 Wootton Pkwy Ste 980, Rockville, Ma...Phone Number
(301) 816-4683Website
www.cic-wealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
1
1
1
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1
About CIC Wealth
CIC Wealth offers a comprehensive and objective high-quality corporate executive financial counseling program that will produce positive results for your executives and your organization. We can help your organization reach their personal financial goals while working to assist your organization with its human resource and business objectives. We offer programs for every level of executive, from those at the very top to those who have just achieved executive status.Explore more
CIC Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
CIC Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
CIC Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CIC Wealth.
CIC Wealth Tech Stack
A closer look at the technologies used by CIC Wealth
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Most Recent Scoops
Event
Person-Based
Events, Banking, Business Finance, Consumer Finance, Finance
Pain Point
Project
A high-level source in financial planning has indicated that the organization is planning to remediate challenges related to forecasting.
Financial Planning, Forecasting
Project
A high-level source in financial planning has indicated that the organization is in the midst of initiatives related to financial processes automation.
Automation, Financial Planning
Pain Point
Project
A high-level source in financial planning has indicated that the organization is planning to remediate challenges related to commission systems.
Financial Planning, Financial Systems, Sales Development
Project
Automation, Machine Learning
CIC Wealth News & Media
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Frequently Asked Questions Regarding CIC Wealth
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CIC Wealth offers a comprehensive and objective high-quality corporate executive financial counseling program that will produce positive results for your executives and your organization. We can help your organization reach their personal financial goals while working to assist your organization with its human resource and business objectives. We o... Read More
