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) 510-1550

Revenue

$9 Million

Industry

Finance Securities Trading

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's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Compass Financial Partners Org Chart

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LS
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Managing Director, Retirement Operations

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Client Service Manager

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Compare Similar Companies to Compass Financial Partners

Compare insights from companies similar to Compass Financial Partners, 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

Compass Financial Partner...

$9M
11-50
Private
<$5M
2005
LS
Lori StevensonManaging Director, Retirement Operations
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
11-50
Private
-
1984
CE
Carissa EberleClient Relationship Manager
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
-
CS
Christina StewartDirector, Growth & Partnerships
<$5M
1-10
Private
-
-
N/A
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Compass Financial Partners Tech Stack

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Frequently Asked Questions Regarding Compass Financial Partners

What is Compass Financial Partners's official website?
Compass Financial Partners's official website is www.compassfp.com
What is Compass Financial Partners's Revenue?
Compass Financial Partners's revenue is $9 Million
What is Compass Financial Partners's SIC code?
Compass Financial Partners's SIC: 62,628
What is Compass Financial Partners's NAICS code?
Compass Financial Partners's NAICS: 52,523
How many employees does Compass Financial Partners have?
Compass Financial Partners has 11-50 employees
What industry does Compass Financial Partners belong to?
Compass Financial Partners is in the industry of: Finance, Securities Trading
What is Compass Financial Partners competition?
Compass Financial Partners top competitors include: Retirement Plan Solutions, Waypoint Partners, Stratos Wealth Advisors, Cadence Financial Management
What companies has Compass Financial Partners acquired?
Compass Financial Partners has acquired the companies: Kirke-Van Orsdel, Olympic Insurance Agency, Centrelink Insurance and Financial Services, Synhrgy
What technology does Compass Financial Partners use?
Some of the popular technologies that Compass Financial Partners uses are: DocuSign, Google Universal Analytics, Proofpoint, Google Font API
How do I contact Compass Financial Partners?
Compass Financial Partners contact info: Phone number: (336) 510-1550 Website: www.compassfp.com
What does Compass Financial Partners do?

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

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

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