Clearpoint Advisors

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

2591 Wexford Bayne Rd Ste 204, Sewickley...

Phone Number

(724) 935-5454

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Clearpoint Advisors

Clearpoint Advisors specializes in sophisticated problem solving in executive compensation, employee benefits, insurance planning, and wealth management for corporations, institutions, and high net worth individuals. The firm utilizes an integrated team of financial professionals to provide customized solutions that enhance asset holdings and manage risk profiles. With a 14-year history, Clearpoint Advisors has established a reputation for building long-term, trusted relationships with clients across Pennsylvania, Illinois, and Washington, D.C. Their services include wealth planning, compensation and benefits consulting, and strategies for corporate owned life insurance.Explore more
Clearpoint Advisors's Social MediaPopular SearchesClearpoint Advisors LLCClearPoint AdvisorsClearPath Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Clearpoint Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clearpoint Advisors

<$5M
11-50
Private
<$5M
2008
DS
Danielle StavorAdministrative Assistant
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
11-50
Private
-
-
DD
Davis DunnManager, Operations
<$5M
1-10
Private
-
1977
NS
Nancy SpringlerManager, Client Services
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
2015
RP
Ronald PolluconiPrivate Bank Market Leader
<$5M
1-10
Private
-
2009
JR
Julie RavensbergInsurance and Annuity Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Clearpoint Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Clearpoint Advisors financials insights

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

2021

Debt

$20K

See All Clearpoint Advisors's Financials Insights

Clearpoint Advisors Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Clearpoint Advisors

What is Clearpoint Advisors's official website?
Clearpoint Advisors's official website is www.clearpointadvisorsllc.com
What is Clearpoint Advisors's Revenue?
Clearpoint Advisors's revenue is <$5 Million
What is Clearpoint Advisors's SIC code?
Clearpoint Advisors's SIC: 62,628
What is Clearpoint Advisors's NAICS code?
Clearpoint Advisors's NAICS: 52,523
How many employees does Clearpoint Advisors have?
Clearpoint Advisors has 11-50 employees
What industry does Clearpoint Advisors belong to?
Clearpoint Advisors is in the industry of: Finance, Securities Trading
What is Clearpoint Advisors competition?
Clearpoint Advisors top competitors include: Kolinsky Wealth Management, Columbia Wealth Management, Weinberg Financial Advisory, RZA Wealth Management
What technology does Clearpoint Advisors use?
Some of the popular technologies that Clearpoint Advisors uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Clearpoint Advisors?
Clearpoint Advisors contact info: Phone number: (724) 935-5454 Website: www.clearpointadvisorsllc.com
What does Clearpoint Advisors do?

Clearpoint Advisors specializes in sophisticated problem solving in executive compensation, employee benefits, insurance planning, and wealth management for corporations, institutions, and high net worth individuals. The firm utilizes an integrated team of financial professionals to provide customized solutions that enhance asset holdings and manag... e risk profiles. With a 14-year history, Clearpoint Advisors has established a reputation for building long-term, trusted relationships with clients across Pennsylvania, Illinois, and Washington, D.C. Their services include wealth planning, compensation and benefits consulting, and strategies for corporate owned life insurance.Read More

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

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