Cypress Strategies

Finance · Arizona, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

3260 N Hayden Rd Ste 208, Scottsdale, Ar...

Phone Number

(480) 922-0066

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Cypress Strategies

Cypress Strategies has been providing specialized services for over 37 years, focusing on estate preservation, business succession, executive retention, and asset management planning. Their clientele includes owners of closely held businesses, highly compensated professionals, and high net worth individuals. The firm assists clients in defining and implementing sound financial plans, particularly for the critical transition out of their businesses. With a collaborative approach, they ensure that all members of the planning team work together towards achieving the clients' goals.Explore more
Cypress Strategies's Social MediaPopular SearchesCypress StrategiesCypress Investments LLCCypress Investments IncCypress Construction LLCCypress InvestmentsSIC Code 62,628NAICS Code 52,523Show more

Cypress Strategies Org Chart

PhoneEmail
JG
United States flag for contact location.

Director, Finance & Operations

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
JH
United States flag for contact location.

Registered Service Assistant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Cypress Strategies your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Cypress Strategies

Compare insights from companies similar to Cypress Strategies, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cypress Strategies

<$5M
1-10
Private
-
2000
JG
Jennifer GrenertDirector, Finance & Operations
<$5M
1-10
Private
-
2001
N/A
<$5M
1-10
Private
-
-
RE
Rachel ElamVice President, Marketing
<$5M
1-10
Private
<$5M
2004
JS
Jordan SandersDirector, Operations & Group Registered Service
<$5M
1-10
Private
-
1997
EB
Eric BaumbachFounder & Principal
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2003
Tina Mercer, Chief Operations Officer & Chief Financial Officer at TFG Financial
Tina MercerChief Operations Officer & Chief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cypress Strategies is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Cypress Strategies Tech Stack

A closer look at the technologies used by Cypress Strategies

Top Finance Companies

Frequently Asked Questions Regarding Cypress Strategies

What is Cypress Strategies's official website?
Cypress Strategies's official website is www.cypress-strategies.com
What is Cypress Strategies's Revenue?
Cypress Strategies's revenue is <$5 Million
What is Cypress Strategies's SIC code?
Cypress Strategies's SIC: 62,628
What is Cypress Strategies's NAICS code?
Cypress Strategies's NAICS: 52,523
How many employees does Cypress Strategies have?
Cypress Strategies has 1-10 employees
What industry does Cypress Strategies belong to?
Cypress Strategies is in the industry of: Finance, Securities Trading
What is Cypress Strategies competition?
Cypress Strategies top competitors include: Vista Financial Strategies, Kevin Mulqueen, TFG Financial, Wealth Coach of Kentucky
What technology does Cypress Strategies use?
Some of the popular technologies that Cypress Strategies uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Font API
How do I contact Cypress Strategies?
Cypress Strategies contact info: Phone number: (480) 922-0066 Website: www.cypress-strategies.com
What does Cypress Strategies do?

Cypress Strategies has been providing specialized services for over 37 years, focusing on estate preservation, business succession, executive retention, and asset management planning. Their clientele includes owners of closely held businesses, highly compensated professionals, and high net worth individuals. The firm assists clients in defining and... implementing sound financial plans, particularly for the critical transition out of their businesses. With a collaborative approach, they ensure that all members of the planning team work together towards achieving the clients' goals.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.