Coveted Financial Services

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

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Overview

Headquarters

1906 Jeanette Ave, Saint Charles, Illino...

Phone Number

(331) 442-4472

Revenue

<$5 Million

Industry

Business Services Project Management Accounting for Legal Practices
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
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1
1
1
1

About Coveted Financial Services

Coveted Financial is a fractional CFO consultancy that provides a comprehensive C-Suite experience, specializing in financial guidance and personalized solutions for business owners. Their services include banking relationships, financial reporting, exit strategies, operations, marketing, and human resources, aimed at empowering clients to achieve growth and build generational wealth. With over 13 years of experience, Coveted has facilitated significant financial transactions, helping clients secure over $1.2 billion in financing and achieve more than $95 million in business sales. The company focuses on building strong relationships with clients, treating each business as their own to ensure mutual success.Explore more
Coveted Financial Services's Social MediaPopular SearchesCoveted Financial Services LLCCoveted Financial ServicesFinancial Services LLCCoveted Financial Services HowCoveted Funding LLCSIC Code 87,874NAICS Code 54,541Show more

Coveted Financial Services Org Chart

JS
United States flag for contact location.

President & Chief Executive Officer

PhoneEmail
JR
United States flag for contact location.

Partner, Senior Vice President of Operations

PhoneEmail
SN
United States flag for contact location.

Partner and Senior Vice President - Accountin...

PhoneEmail
GC
United States flag for contact location.

Vice President - Project Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Coveted Financial Service...

<$5M
1-10
Private
<$5M
2011
JS
Joseph SchmidtPresident & CEO
$10.8M
11-50
Private
-
2007
CH
Christine HaugenExecutive Vice President & Chief Financial Officer
$10.1M
11-50
Private
-
2005
LN
Laurie NewmillerAssistant VP, Loan Operations
$6.8M
11-50
Private
-
1970
RC
Ryan CurryPresident & CEO
$6.6M
11-50
Private
-
-
SC
Slade CuppsMarket President
<$5M
11-50
Private
-
2007
Ladd Roberts, Senior Vice President at Business Bank of Texas na
Ladd RobertsSenior Vice President
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Coveted Financial Services financials insights

Gather financial insights about Coveted Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

2021

Debt

$150K

See All Coveted Financial Services's Financials Insights

Coveted Financial Services Tech Stack

A closer look at the technologies used by Coveted Financial Services

Top Business Services Companies

Frequently Asked Questions Regarding Coveted Financial Services

What is Coveted Financial Services's official website?
Coveted Financial Services's official website is www.covfinancial.com
What is Coveted Financial Services's Revenue?
Coveted Financial Services's revenue is <$5 Million
What is Coveted Financial Services's SIC code?
Coveted Financial Services's SIC: 87,874
What is Coveted Financial Services's NAICS code?
Coveted Financial Services's NAICS: 54,541
How many employees does Coveted Financial Services have?
Coveted Financial Services has 1-10 employees
What industry does Coveted Financial Services belong to?
Coveted Financial Services is in the industry of: Business Services, Project Management, Accounting for Legal Practices
What is Coveted Financial Services competition?
Coveted Financial Services top competitors include: Business Bank of Texas na, Valley Bank of Nevada, BCBank, RBAZ Bancorp
What technology does Coveted Financial Services use?
Some of the popular technologies that Coveted Financial Services uses are: Squarespace Online Stores, Embedly, Adobe Typekit, YouTube
How do I contact Coveted Financial Services?
Coveted Financial Services contact info: Phone number: (331) 442-4472 Website: www.covfinancial.com
What does Coveted Financial Services do?

Coveted Financial is a fractional CFO consultancy that provides a comprehensive C-Suite experience, specializing in financial guidance and personalized solutions for business owners. Their services include banking relationships, financial reporting, exit strategies, operations, marketing, and human resources, aimed at empowering clients to achieve... growth and build generational wealth. With over 13 years of experience, Coveted has facilitated significant financial transactions, helping clients secure over $1.2 billion in financing and achieve more than $95 million in business sales. The company focuses on building strong relationships with clients, treating each business as their own to ensure mutual success.Read More

What are Coveted Financial Services social media links?
Coveted Financial Services Linkedin page
Who invested in Coveted Financial Services?
Coveted Financial Services has 2 investors including PPP and PPP.
Is Coveted Financial Services a public company?
Coveted Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Coveted Financial Services

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