Cross-Search

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

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Overview

Headquarters

4405 Manchester Ave Ste 106, Encinitas, ...

Phone Number

(619) 669-3900

Revenue

<$5 Million

Industry

Business Services Human Resources Management Systems (HRMS)
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Cross-Search

Cross-Search specializes in facilitating transitions for financial advisors to independent broker-dealers, RIA firms, and hybrid models. Established in 1989, the company prides itself on its integrity and deep market knowledge, helping advisors make informed decisions about their affiliations. With a focus on confidentiality and personalized service, Cross-Search has successfully placed thousands of advisors and transferred significant assets. Their expertise ensures that clients are matched with firms that align with their specific needs and goals.Explore more
Cross-Search's Social MediaPopular SearchesCross-SearchCross SearchSIC Code 73,736NAICS Code 54,541Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cross-Search

<$5M
1-10
Private
-
1989
N/A
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
<$5M
11-50
Private
-
-
RB
Roy BlumbergFinancial Advisor
<$5M
11-50
Private
-
2015
TS
Timothy SmithCEO & Founder
<$5M
1-10
Private
-
2009
DF
Derrick FriedmanFounder & President
<$5M
1-10
Private
-
-
KC
Kyle ClinchNational Recruiter
<$5M
1-10
Private
-
-
MH
Michael HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Cross-Search is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

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

Cross-Search Tech Stack

A closer look at the technologies used by Cross-Search

Top Business Services Companies

Frequently Asked Questions Regarding Cross-Search

What is Cross-Search's official website?
Cross-Search's official website is www.cross-search.com
What is Cross-Search's Revenue?
Cross-Search's revenue is <$5 Million
What is Cross-Search's SIC code?
Cross-Search's SIC: 73,736
What is Cross-Search's NAICS code?
Cross-Search's NAICS: 54,541
How many employees does Cross-Search have?
Cross-Search has 1-10 employees
What industry does Cross-Search belong to?
Cross-Search is in the industry of: Business Services, Human Resources Management Systems (HRMS)
What is Cross-Search competition?
Cross-Search top competitors include: Financial Advisor Placement Services, Broker Dealer Change, Schneider Wealth Strategies, Aurora Private Wealth
What technology does Cross-Search use?
Some of the popular technologies that Cross-Search uses are: Google Cloud Web Serving, Google Cloud Platform, Google Workspace, Gmail
How do I contact Cross-Search?
Cross-Search contact info: Phone number: (619) 669-3900 Website: www.cross-search.com
What does Cross-Search do?

Cross-Search specializes in facilitating transitions for financial advisors to independent broker-dealers, RIA firms, and hybrid models. Established in 1989, the company prides itself on its integrity and deep market knowledge, helping advisors make informed decisions about their affiliations. With a focus on confidentiality and personalized servic... e, Cross-Search has successfully placed thousands of advisors and transferred significant assets. Their expertise ensures that clients are matched with firms that align with their specific needs and goals.Read More

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

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