Coe Wealth

Finance · Kansas, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

1605 N Waterfront Pkwy Ste 200, Wichita,...

Phone Number

(316) 682-8344

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Coe Wealth

Pinion Wealth offers a comprehensive range of financial services including financial consulting, investment management, insurance strategies, and retirement planning. The company focuses on building long-term relationships with clients, ensuring that their financial strategies are coordinated and tailored to individual goals. Pinion Wealth aims to provide continuous service through a dedicated team that works collaboratively to manage both personal and business financial needs. Their mission is to help clients navigate life's transitions while achieving their financial dreams and building a lasting legacy.Explore more
Coe Wealth's Social MediaPopular SearchesCoe WealthKCoe WealthCPM Investments LLCBasore DariDari BasoreSIC Code 62,628NAICS Code 52,523Show more

Coe Wealth Org Chart

PhoneEmail
DG
United States flag for contact location.

Manager, Operations

PhoneEmail
SS
United States flag for contact location.

Team Member

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

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

Is Coe Wealth your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Coe Wealth

Compare insights from companies similar to Coe 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

Coe Wealth

<$5M
11-50
Private
-
2002
DG
Diana GomezManager, Operations
$7.6M
11-50
Private
-
2018
KC
Kevin CharpentierDirector, Operations
<$5M
1-10
Private
-
2009
AB
Angi BurkardDirector, Marketing
<$5M
11-50
Private
-
2017
SS
Snezana SofranicChief of Staff
<$5M
1-10
Private
-
2013
Kerry Poulson, President at TrueCourse Investment Management
Kerry PoulsonPresident
<$5M
1-10
Private
-
2011
JR
Jordan RodgerFinancial Professional
<$5M
1-10
Private
-
1987
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Coe Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Coe Wealth Tech Stack

A closer look at the technologies used by Coe Wealth

Top Finance Companies

Frequently Asked Questions Regarding Coe Wealth

What is Coe Wealth's official website?
Coe Wealth's official website is www.kcoewealth.com
What is Coe Wealth's Revenue?
Coe Wealth's revenue is <$5 Million
What is Coe Wealth's SIC code?
Coe Wealth's SIC: 62,628
What is Coe Wealth's NAICS code?
Coe Wealth's NAICS: 52,523
How many employees does Coe Wealth have?
Coe Wealth has 11-50 employees
What industry does Coe Wealth belong to?
Coe Wealth is in the industry of: Finance, Insurance, Securities Trading
What is Coe Wealth competition?
Coe Wealth top competitors include: TPS Advisors, Pinnacle Group Financial Services, The Galeb Group, TrueCourse Investment Management
What technology does Coe Wealth use?
Some of the popular technologies that Coe Wealth uses are: GoDaddy DNS, Amazon Web Hosting, Mimecast
How do I contact Coe Wealth?
Coe Wealth contact info: Phone number: (316) 682-8344 Website: www.kcoewealth.com
What does Coe Wealth do?

Pinion Wealth offers a comprehensive range of financial services including financial consulting, investment management, insurance strategies, and retirement planning. The company focuses on building long-term relationships with clients, ensuring that their financial strategies are coordinated and tailored to individual goals. Pinion Wealth aims to... provide continuous service through a dedicated team that works collaboratively to manage both personal and business financial needs. Their mission is to help clients navigate life's transitions while achieving their financial dreams and building a lasting legacy.Read More

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