Compass Financial Partners
Finance · North Carolina, United States · 11-50 Employees
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Overview
Headquarters
701 Green Valley Rd Ste 308, Greensboro,...Phone Number
(336) 510-1550Website
www.compassfp.comRevenue
$9 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
1
1
1
1
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1
About Compass Financial Partners
Compass Financial Partners is a metrics-oriented company. It provides plan design assistance, investment oversight, fiduciary support, vendor analysis and benchmarking, and the participant experience. The company is based in Greensboro, North Carolina.Explore more
Compass Financial Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Compass Financial Partner...
$9M
11-50
Private
<$5M
2005
CB
Cheryl BoylesPresident & Senior Financial Advisor
Company Profile Activity
Activity Insights
Compass Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Compass Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Compass Financial Partners.
Compass Financial Partners financials insights
Gather financial insights about Compass Financial Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Compass Financial Partners Tech Stack
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Most Recent Scoops
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Mergers & Acquisitions (M&A)
Funding
Compass Financial Partners LLC has received an SBA PPP loan for $150,000-350,000 from First National Bank of Pennsylvania.
Funding
Compass Financial Partners News & Media
Marsh & McLennan Agency Acquires Compass Financial Partners
WHITE PLAINS, N.Y.--(BUSINESS WIRE)--Marsh & McLennan Agency LLC (MMA), the middle market subsidiary of Marsh, today announced the acquisition of Compass Financial Partners, a Greensboro, North Carolina-based retirement consulting and investment advisory firm. Terms of the acquisition were not disclosed. A nationally recognized leader in the sector, Compass Financial Partners provides institutional retirement plan consulting and fiduciary services to clients across the US; its combined plan
Read more news
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Frequently Asked Questions Regarding Compass Financial Partners
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Compass Financial Partners is a metrics-oriented company. It provides plan design assistance, investment oversight, fiduciary support, vendor analysis and benchmarking, and the participant experience. The company is based in Greensboro, North Carolina.... Read More
