Conrad Siegel
Highly Engaged Employees
Highly Engaged EmployeesFinance · Pennsylvania, United States · 51-200 Employees
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Overview
Headquarters
501 Corporate Cir Ste 100, Harrisburg, P...Phone Number
(717) 652-5633Website
www.conradsiegel.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
2
2
2
2
2
2
About Conrad Siegel
Conrad Siegel is a well-respected employee benefit and investment advisory firm with over 60 years of experience, specializing in Retirement, Investment, and Healthcare consulting. They partner with clients across various industries to design and maintain tailored benefits and investment solutions, including 401(k) plans, wealth management, and healthcare plans. The firm prioritizes strong client relationships, independence, and transparency, choosing to work with clients who share their moral compass. Their team of experienced professionals is dedicated to delivering personalized service that meets the unique challenges of their clients.Explore more
Conrad Siegel Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Conrad Siegel
<$5M
51-200
Private
<$5M
1963
TM
Tara Mashack-BehneyPartner and President of Investment Advisory Services
Company Profile Activity
Activity Insights
Conrad Siegel is experiencing very low activity levels compared to other companies in the Finance sector.
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Conrad Siegel is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Conrad Siegel.
Conrad Siegel financials insights
Gather financial insights about Conrad Siegel, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$2M
Conrad Siegel Tech Stack
A closer look at the technologies used by Conrad Siegel
Most Recent Scoops
Pain Point
Project
A mid-level source in Financial Planning has indicated that the organization is planning to remediate challenges related to data storage and management. Conrad Siegel is currently evaluating vendors to support these efforts.
Storage, Data Management, Financial Planning
Pain Point
Project
A mid-level source in Financial Planning has indicated that the organization is planning to remediate challenges related to workforce planning. Conrad Siegel will be increasing investments within the next six months.
Financial Planning, Workforce Management
Pain Point
Project
A mid-level source in Financial Planning has indicated that the organization is planning to remediate challenges related to budget creation and management. Conrad Siegel will be increasing investments within the next three months. The organization will include a focus on budget analysis efforts related to expenses.
Financial Planning, Business Finance
Project
A mid-level source in Financial Planning has indicated that the organization has completed initiatives related to customer relationship management (CRM) within the last nine months.
CRM, Financial Planning
Funding
Conrad Siegel News & Media
Central PA 401(k), by Conrad Siegel Launches for Small Businesses
First Central Pa.-based Pooled Employer Plan Simplifies Retirement Plans for Small Businesses (PRWeb January 10, 2022) Read the full story at https://www.prweb.com/releases/central_pa_401k_by_conrad_siegel_launches_for_small_businesses/prweb18424683.htm
Read more news
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Frequently Asked Questions Regarding Conrad Siegel
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Conrad Siegel is a well-respected employee benefit and investment advisory firm with over 60 years of experience, specializing in Retirement, Investment, and Healthcare consulting. They partner with clients across various industries to design and maintain tailored benefits and investment solutions, including 401(k) plans, wealth management, and hea... Read More
