Connected Consultants

Business Services · Florida, United States · 1-10 Employees

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Overview

Headquarters

22952 Greenview Ter, Boca Raton, Florida...

Revenue

<$5 Million

Industry

Business Services Project Management
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
1
1
1
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1

About Connected Consultants

Connected Consultants, LLC specializes in connecting financial advisors with essential tools and resources to foster business growth. The company provides centralized growth tools, estate planning solutions, and behavioral insights to enhance the performance of advisors. Founded by John Morgan, who has extensive experience in financial advising, the organization strives to offer technology and talent that allows financial advisors to scale their business effectively. Additionally, they invite partnerships with FinTech and service providers to reach more advisors in need of innovative solutions.Explore more
Connected Consultants's Social MediaPopular SearchesConnected Consultants LLCConnectedconsultantsllcSIC Code 87,874NAICS Code 54,541Show more

Connected Consultants Org Chart

PhoneEmail
JM
United States flag for contact location.

Founder and Managing Member

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Connected Consultants

<$5M
1-10
Private
-
2017
JM
John MorganFounder and Managing Member
$5M
1-10
Private
-
2016
RZ
Rosemary ZaleskiPrincipal Scientist
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Connected Consultants is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Connected Consultants is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Connected Consultants.

Connected Consultants Tech Stack

A closer look at the technologies used by Connected Consultants

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Frequently Asked Questions Regarding Connected Consultants

What is Connected Consultants's official website?
Connected Consultants's official website is www.connectedconsultantsllc.com
What is Connected Consultants's Revenue?
Connected Consultants's revenue is <$5 Million
What is Connected Consultants's SIC code?
Connected Consultants's SIC: 87,874
What is Connected Consultants's NAICS code?
Connected Consultants's NAICS: 54,541
How many employees does Connected Consultants have?
Connected Consultants has 1-10 employees
What industry does Connected Consultants belong to?
Connected Consultants is in the industry of: Business Services, Project Management
What is Connected Consultants competition?
Connected Consultants top competitors include: Lumina Consulting, DRW Financial, Holliger Financial Consultants, Wealth Advisory Services
What technology does Connected Consultants use?
Some of the popular technologies that Connected Consultants uses are: Cloudflare Website Optimization, BlueHost
What does Connected Consultants do?

Connected Consultants, LLC specializes in connecting financial advisors with essential tools and resources to foster business growth. The company provides centralized growth tools, estate planning solutions, and behavioral insights to enhance the performance of advisors. Founded by John Morgan, who has extensive experience in financial advising, th... e organization strives to offer technology and talent that allows financial advisors to scale their business effectively. Additionally, they invite partnerships with FinTech and service providers to reach more advisors in need of innovative solutions.Read More

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

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