Cordant Wealth Partners

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

1211 SW 5th Ave Ste 2310, Portland, Oreg...

Phone Number

(503) 621-9207

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
1
1
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About Cordant Wealth Partners

Cordant Wealth is a financial advisory firm based in Portland, Oregon, specializing in serving tech employees. They focus on maximizing equity compensation and minimizing taxes while providing a range of services including financial planning, estate planning, and risk management. As a 100% fiduciary advisor, they prioritize transparency and independence in their client relationships. Their target clients include employees from major tech companies such as Intel, Microsoft, and Nike.Explore more
Cordant Wealth Partners's Social MediaPopular SearchesCordant Wealth PartnersCordant IncCordant Wealth Partners - IncCordaq IncCordant WealthSIC Code 62,628NAICS Code 52,523Show more

Cordant Wealth Partners Org Chart

IP
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President & Chief Executive Officer

PhoneEmail
KS
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Manager, Operations

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cordant Wealth Partners

<$5M
1-10
Private
-
2009
IP
Isaac PresleyPresident & CEO
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1962
LS
Lori SpildeClient Service Manager
<$5M
1-10
Private
-
2010
KH
Kena HansonOffice Manager
<$5M
1-10
Private
-
2014
HW
Holly WhireClient Service Associate
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cordant Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Cordant Wealth Partners Tech Stack

A closer look at the technologies used by Cordant Wealth Partners

Cordant Wealth Partners News & Media

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Frequently Asked Questions Regarding Cordant Wealth Partners

What is Cordant Wealth Partners's official website?
Cordant Wealth Partners's official website is www.cordantwealth.com
What is Cordant Wealth Partners's Revenue?
Cordant Wealth Partners's revenue is <$5 Million
What is Cordant Wealth Partners's SIC code?
Cordant Wealth Partners's SIC: 62,628
What is Cordant Wealth Partners's NAICS code?
Cordant Wealth Partners's NAICS: 52,523
How many employees does Cordant Wealth Partners have?
Cordant Wealth Partners has 1-10 employees
What industry does Cordant Wealth Partners belong to?
Cordant Wealth Partners is in the industry of: Finance, Securities Trading
What is Cordant Wealth Partners competition?
Cordant Wealth Partners top competitors include: Stockade Wealth Management, Focus Financial Network, Waterstone Private Wealth Management, Ascential Wealth
What companies has Cordant Wealth Partners acquired?
Cordant Wealth Partners has acquired the companies: Sullivan & Serwitz, Algonquin Advisors, Investec, Karsten Advisors
What technology does Cordant Wealth Partners use?
Some of the popular technologies that Cordant Wealth Partners uses are: WordPress.org, PHP, Cloudflare Website Optimization, MailChimp
How do I contact Cordant Wealth Partners?
Cordant Wealth Partners contact info: Phone number: (503) 621-9207 Website: www.cordantwealth.com
What does Cordant Wealth Partners do?

Cordant Wealth is a financial advisory firm based in Portland, Oregon, specializing in serving tech employees. They focus on maximizing equity compensation and minimizing taxes while providing a range of services including financial planning, estate planning, and risk management. As a 100% fiduciary advisor, they prioritize transparency and indepen... dence in their client relationships. Their target clients include employees from major tech companies such as Intel, Microsoft, and Nike.Read More

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

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