cSquared Wealth

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

2700 Post Oak Blvd Ste 1700, Houston, Te...

Phone Number

(713) 470-9723

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About cSquared Wealth

cSquared Wealth Advisors specializes in providing tailored financial planning services to clients by carefully assessing their financial situations. The firm aims to develop balanced financial plans that guide clients on their path forward. They serve a diverse clientele seeking clarity and direction in their financial journeys. The company operates from Houston, Texas.Explore more
cSquared Wealth's Social MediaPopular SearchescSquared WealthCsquaredwealthCsquared LLCC Squared FinancialcSquared Wealth AdvisorsSIC Code 62,628NAICS Code 52,523Show more

cSquared Wealth Org Chart

PhoneEmail
CC
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Director, Client Relations

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MC
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Client Service Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

cSquared Wealth

<$5M
1-10
Private
-
2017
CC
Catherine ChadwickDirector, Client Relations
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2007
Kasia Marczyk, President & Founder at Anchor Wealth Management Group
Kasia MarczykPresident & Founder
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

cSquared Wealth Tech Stack

A closer look at the technologies used by cSquared Wealth

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Frequently Asked Questions Regarding cSquared Wealth

What is cSquared Wealth's official website?
cSquared Wealth's official website is www.csquaredwealth.com
What is cSquared Wealth's Revenue?
cSquared Wealth's revenue is <$5 Million
What is cSquared Wealth's SIC code?
cSquared Wealth's SIC: 62,628
What is cSquared Wealth's NAICS code?
cSquared Wealth's NAICS: 52,523
How many employees does cSquared Wealth have?
cSquared Wealth has 1-10 employees
What industry does cSquared Wealth belong to?
cSquared Wealth is in the industry of: Finance, Securities Trading
What is cSquared Wealth competition?
cSquared Wealth top competitors include: Sterling Total Wealth Solutions, Waterford Advisors, Radnor Financial Advisors, Wealth Management Group
What technology does cSquared Wealth use?
Some of the popular technologies that cSquared Wealth uses are: WordPress.org, PHP, Proofpoint, Microsoft 365
How do I contact cSquared Wealth?
cSquared Wealth contact info: Phone number: (713) 470-9723 Website: www.csquaredwealth.com
What does cSquared Wealth do?

cSquared Wealth Advisors specializes in providing tailored financial planning services to clients by carefully assessing their financial situations. The firm aims to develop balanced financial plans that guide clients on their path forward. They serve a diverse clientele seeking clarity and direction in their financial journeys. The company operate... s from Houston, Texas.Read More

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

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