Convexitas

Finance · Illinois, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

444 N Wabash Ave Ste 300, Chicago, Illin...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Convexitas

Convexitas is dedicated to assisting families and institutions in achieving their financial and lifestyle objectives by providing portfolio-level tools that enhance liquidity and flexibility. The company emphasizes the importance of liquidity in portfolio construction, allowing clients to have more choices and opportunities. As a fiduciary, Convexitas aims to maintain balance and flexibility for its clients, challenging the traditional risk-reward dynamics offered by conventional asset managers. Their insights and strategies focus on optimizing portfolio risk and tax outcomes.Explore more
Convexitas's Social MediaPopular SearchesConvexitasConvexitas LLCSIC Code 62,628NAICS Code 52,523Show more

Convexitas Org Chart

PhoneEmail
Brian Wysocki, Chief Operating Officer at Convexitas
United States flag for contact location.

Chief Operating Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Convexitas your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Convexitas

Compare insights from companies similar to Convexitas, 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

Convexitas

<$5M
1-10
Private
-
2021
Brian Wysocki, Chief Operating Officer at Convexitas
Brian WysockiChief Operating Officer
$12.6M
11-50
Private
-
-
BG
Brent GordonCEO & Financial Advisor
<$5M
11-50
Private
-
-
VP
Victoria PotenzaRegistered Administrative Assistant
<$5M
1-10
Private
-
-
LB
Lauren BreazealeNot Explicitly Stated
<$5M
1-10
Private
-
1994
BH
Brandon HowardSenior Representative
<$5M
1-10
Private
-
2016
AG
Abigail GarciaFinancial Services Consultant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Convexitas Tech Stack

A closer look at the technologies used by Convexitas

Convexitas News & Media

Read more news

Top Finance Companies

Frequently Asked Questions Regarding Convexitas

What is Convexitas's official website?
Convexitas's official website is www.convexitas.com
What is Convexitas's Revenue?
Convexitas's revenue is <$5 Million
What is Convexitas's SIC code?
Convexitas's SIC: 62,628
What is Convexitas's NAICS code?
Convexitas's NAICS: 52,523
How many employees does Convexitas have?
Convexitas has 1-10 employees
What industry does Convexitas belong to?
Convexitas is in the industry of: Finance, Securities Trading
What is Convexitas competition?
Convexitas top competitors include: Breazeale Wealth Management, Up Financial Consult, Georgetown Lawley Group, WayPath Financial Group
What technology does Convexitas use?
Some of the popular technologies that Convexitas uses are: Microsoft 365, Amazon Route 53, Microsoft Exchange Online
What does Convexitas do?

Convexitas is dedicated to assisting families and institutions in achieving their financial and lifestyle objectives by providing portfolio-level tools that enhance liquidity and flexibility. The company emphasizes the importance of liquidity in portfolio construction, allowing clients to have more choices and opportunities. As a fiduciary, Convexi... tas aims to maintain balance and flexibility for its clients, challenging the traditional risk-reward dynamics offered by conventional asset managers. Their insights and strategies focus on optimizing portfolio risk and tax outcomes.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.