Confidere Financial

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

2701 University Ave SE, Minneapolis, Min...

Phone Number

(612) 617-6118

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
1
1
1
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1

About Confidere Financial

Confidere Financial is a Minneapolis-based financial planning firm that focuses on helping clients achieve their aspirations with confidence and clarity. Founded in 2019 by Ann Wengronowitz and Emily Malecha, the firm offers personalized financial planning services tailored to individuals and families from diverse backgrounds. They provide specialized guidance for various client segments, including pre-retirees, retirees, widows, divorcees, and business professionals. Confidere emphasizes an educational approach, simplifying financial concepts to empower clients in making informed decisions about their financial futures.Explore more
Confidere Financial's Social MediaPopular SearchesConfidere FinancialConfidere Estate Management LLCConfidere Insurance BrokerConfidere Estate ManagementConfiderefinancialSIC Code 62,628NAICS Code 52,523Show more

Confidere Financial Org Chart

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Practice Coordinator

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Financial Founding Planner & Partner

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Financial Advisor

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Financial Associate & Advisor

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Client Services Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Confidere Financial

<$5M
1-10
Private
-
2001
HD
Helen DestaPractice Coordinator
<$5M
1-10
Private
-
2007
CH
Carrie HancockResource Center Vice President, Financial Planning & Manager, Osj
<$5M
1-10
Private
-
-
LC
Lindsay CarterTax Director
<$5M
1-10
Private
-
-
Stuart Barth, Managing Director at Barth Financial
Stuart BarthManaging Director
<$5M
1-10
Private
-
2013
TT
Ty TartlerExecutive Director
<$5M
1-10
Private
-
2015
JB
Joseph BurgessCo-Founder & President
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Confidere Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Confidere Financial Tech Stack

A closer look at the technologies used by Confidere Financial

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Frequently Asked Questions Regarding Confidere Financial

What is Confidere Financial's official website?
Confidere Financial's official website is www.confiderefinancial.com
What is Confidere Financial's Revenue?
Confidere Financial's revenue is <$5 Million
What is Confidere Financial's SIC code?
Confidere Financial's SIC: 62,628
What is Confidere Financial's NAICS code?
Confidere Financial's NAICS: 52,523
How many employees does Confidere Financial have?
Confidere Financial has 1-10 employees
What industry does Confidere Financial belong to?
Confidere Financial is in the industry of: Finance, Securities Trading
What is Confidere Financial competition?
Confidere Financial top competitors include: Vitality Financial Group, Barth Financial, Guide Financial Group, Moxie Wealth Management
What technology does Confidere Financial use?
Some of the popular technologies that Confidere Financial uses are: Drupal, reCAPTCHA, Cloudflare Website Optimization, Google Universal Analytics
How do I contact Confidere Financial?
Confidere Financial contact info: Phone number: (612) 617-6118 Website: www.confiderefinancial.com
What does Confidere Financial do?

Confidere Financial is a Minneapolis-based financial planning firm that focuses on helping clients achieve their aspirations with confidence and clarity. Founded in 2019 by Ann Wengronowitz and Emily Malecha, the firm offers personalized financial planning services tailored to individuals and families from diverse backgrounds. They provide speciali... zed guidance for various client segments, including pre-retirees, retirees, widows, divorcees, and business professionals. Confidere emphasizes an educational approach, simplifying financial concepts to empower clients in making informed decisions about their financial futures.Read More

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

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