Coral Financial

Finance · United States · 11-50 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Coral Financial

Coral Financial specializes in advising private clients and their families on wealth management. The company emphasizes independence, excellence, integrity, and respect in its services, focusing on the long-term needs of its clients. Their investment philosophy includes multi-generational planning, catering exclusively to a select group of private clients and portfolio companies. Coral Financial Services is not open to the public, ensuring a tailored approach to wealth management.Explore more
Popular SearchesCoral FinancialSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Coral Financial

<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
<$5M
1990
JD
Jennifer DunlapChief Compliance Officer
<$5M
1-10
Private
-
-
CB
Christopher BeaversManaging Director, Branch Manager Senior Vice President, Wealth Management
<$5M
1-10
Private
-
1988
BS
Belinda SheffieldChief Financial Officer
<$5M
1-10
Private
-
2007
RG
Robert GuildInvestment Advisor
<$5M
1-10
Private
<$5M
2006
<$5M
1-10
Private
-
2012
KC
Kirk CollinsFinancial Consultant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Coral Financial Tech Stack

A closer look at the technologies used by Coral Financial

Top Finance Companies

Frequently Asked Questions Regarding Coral Financial

What is Coral Financial's official website?
Coral Financial's official website is www.coral-financial.com
What is Coral Financial's Revenue?
Coral Financial's revenue is <$5 Million
What is Coral Financial's SIC code?
Coral Financial's SIC: 62,628
What is Coral Financial's NAICS code?
Coral Financial's NAICS: 52,523
How many employees does Coral Financial have?
Coral Financial has 11-50 employees
What industry does Coral Financial belong to?
Coral Financial is in the industry of: Finance, Securities Trading
What is Coral Financial competition?
Coral Financial top competitors include: The Asset Advisory Group, Robinswood Financial, Beavers Wealth Management of Raymond James, Collins & Guilford Wealth Advisors
What companies has Coral Financial acquired?
Coral Financial has acquired the companies: WBBH Fort Myers-Naples NBC-2, Hearst Health, Austin American-Statesman, proxicom.com
What technology does Coral Financial use?
Some of the popular technologies that Coral Financial uses are: Microsoft IIS, Google Cloud DNS, Google Cloud Platform, Microsoft 365
What does Coral Financial do?

Coral Financial specializes in advising private clients and their families on wealth management. The company emphasizes independence, excellence, integrity, and respect in its services, focusing on the long-term needs of its clients. Their investment philosophy includes multi-generational planning, catering exclusively to a select group of private... clients and portfolio companies. Coral Financial Services is not open to the public, ensuring a tailored approach to wealth management.Read More

Is Coral Financial a public company?
Coral Financial is private company therefore does not currently have an official ticker symbol
See more information about Coral Financial

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