CURO Wealth Management

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1705 Newtown-langhorne Rd Ste 1, Langhor...

Phone Number

(215) 486-8350

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 CURO Wealth Management

CURO Wealth Management is a women-led financial firm that specializes in wealth management, divorce financial planning, executive compensation, and other specialty services. They focus on providing personalized financial guidance to family decision-makers, individuals navigating divorce, corporate leaders, and professionals seeking a trustworthy partner. The firm emphasizes a client-centered approach, ensuring that clients feel informed, respected, and supported during significant life changes. CURO aims to build real partnerships with clients and referral partners, prioritizing care and clarity over sales tactics.Explore more
CURO Wealth Management's Social MediaPopular SearchesCuro Wealth ManagementCuro WealthCuro Wealth Management IncCuro Wealth Management LLCCuro Wealth Management LifeSIC Code 62,628NAICS Code 52,523Show more

CURO Wealth Management Org Chart

PhoneEmail
MB
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Client Service Associate

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MS
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Client Services Associate

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EN
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Executive Assistant

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Financial Advisor

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CURO Wealth Management

<$5M
1-10
Private
-
2014
MB
Marianne BannanClient Service Associate
$6.9M
11-50
Private
-
2010
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
1-10
Private
-
2023
JP
John PotterManaging Partner, Financial Advisor
<$5M
1-10
Private
-
1997
MS
Michelle SandbergChief Financial Officer
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

CURO Wealth Management Tech Stack

A closer look at the technologies used by CURO Wealth Management

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Frequently Asked Questions Regarding CURO Wealth Management

What is CURO Wealth Management's official website?
CURO Wealth Management's official website is www.curowm.com
What is CURO Wealth Management's Revenue?
CURO Wealth Management's revenue is <$5 Million
What is CURO Wealth Management's SIC code?
CURO Wealth Management's SIC: 62,628
What is CURO Wealth Management's NAICS code?
CURO Wealth Management's NAICS: 52,523
How many employees does CURO Wealth Management have?
CURO Wealth Management has 1-10 employees
What industry does CURO Wealth Management belong to?
CURO Wealth Management is in the industry of: Finance, Securities Trading
What is CURO Wealth Management competition?
CURO Wealth Management top competitors include: Stratton & Cote Financial, Copper Canyon Wealth Management, Diversified Financial Consultants, Casco Bay Wealth Advisors
What technology does CURO Wealth Management use?
Some of the popular technologies that CURO Wealth Management uses are: DocuSign, Google Universal Analytics, Squarespace Online Stores, Bitly
How do I contact CURO Wealth Management?
CURO Wealth Management contact info: Phone number: (215) 486-8350 Website: www.curowm.com
What does CURO Wealth Management do?

CURO Wealth Management is a women-led financial firm that specializes in wealth management, divorce financial planning, executive compensation, and other specialty services. They focus on providing personalized financial guidance to family decision-makers, individuals navigating divorce, corporate leaders, and professionals seeking a trustworthy pa... rtner. The firm emphasizes a client-centered approach, ensuring that clients feel informed, respected, and supported during significant life changes. CURO aims to build real partnerships with clients and referral partners, prioritizing care and clarity over sales tactics.Read More

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

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