Crossbridge Financial Group
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
290 Linden Oaks Ste 320, Rochester, New ...Phone Number
(585) 203-1130Website
www.crossbridgefinancial.comRevenue
$5.5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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1
About Crossbridge Financial Group
Crossbridge Financial Group is an independent financial services firm specializing in wealth management and insurance planning. Established in 1997, the company provides personalized financial advice to both individuals and businesses, focusing on building long-term relationships and understanding clients' unique needs. With offices in New York and North Carolina, they offer a wide range of financial planning and investment strategies aimed at helping clients achieve their financial goals. Their commitment to exceptional service and personal attention ensures that clients are treated as partners in their financial journey.Explore more
Crossbridge Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Crossbridge Financial Gro...
$5.5M
11-50
Private
<$5M
1997
US
Uwe SchweikertPrivate Wealth Advisor & Director, Business Development Managing & Principal
Company Profile Activity
Activity Insights
Crossbridge Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Crossbridge Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Crossbridge Financial Group.
Crossbridge Financial Group financials insights
Gather financial insights about Crossbridge Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Debt
$83K
Crossbridge Financial Group Tech Stack
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Frequently Asked Questions Regarding Crossbridge Financial Group
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Crossbridge Financial Group is an independent financial services firm specializing in wealth management and insurance planning. Established in 1997, the company provides personalized financial advice to both individuals and businesses, focusing on building long-term relationships and understanding clients' unique needs. With offices in New York and... Read More
