DCF Exchange

Finance · Montana, United States · 1-10 Employees

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Overview

Headquarters

PO Box 5343, Whitefish, Montana, 59937, ...

Phone Number

(406) 250-5822

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About DCF Exchange

DCF Exchange specializes in providing higher yield fixed income payments from structured settlements backed by annuities, catering primarily to financial professionals and advisors. The company offers a unique alternative to traditional fixed income assets, ensuring compliance with regulations and providing extensive support, including regulatory and tax advice. DCF Exchange is recognized for its strong relationships with insurance carriers, allowing it to curate high-quality payment streams for a diverse range of client portfolios, including retirement income and special needs trusts. With a commitment to safety, diversity, and tax efficiency, DCF Exchange aims to help advisors enhance their clients' financial strategies.Explore more
DCF Exchange's Social MediaPopular SearchesDcf Exchange LLCDCF ExchangeDCF Exchange LogSIC Code 62,621NAICS Code 52,523Show more

DCF Exchange Org Chart

PhoneEmail
RP
United States flag for contact location.

Director, Capital Markets & Co-Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

DCF Exchange

<$5M
1-10
Private
-
2016
RP
Ross PearlstoneDirector, Capital Markets & Co-Founder
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
$6.4M
11-50
Private
-
2011
JG
Janine GieckController & Manager, Transfer
$5.9M
11-50
Private
-
-
EG
Erika GonzalezFinancial Advisor
<$5M
1-10
Private
-
2018
PL
Peter LeeCEO & Senior Wealth Advisor
<$5M
1-10
Private
-
2014
GH
Glenda HainesCo-Owner, Principal
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

DCF Exchange is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

DCF Exchange Tech Stack

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Frequently Asked Questions Regarding DCF Exchange

What is DCF Exchange's official website?
DCF Exchange's official website is www.dcfexchange.com
What is DCF Exchange's Revenue?
DCF Exchange's revenue is <$5 Million
What is DCF Exchange's SIC code?
DCF Exchange's SIC: 62,621
What is DCF Exchange's NAICS code?
DCF Exchange's NAICS: 52,523
How many employees does DCF Exchange have?
DCF Exchange has 1-10 employees
What industry does DCF Exchange belong to?
DCF Exchange is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is DCF Exchange competition?
DCF Exchange top competitors include: Westex Investment Services, Inflection Wealth Management, Phillip Allen, Eppolito Financial Strategies
What technology does DCF Exchange use?
Some of the popular technologies that DCF Exchange uses are: WordPress.org, Cloudflare Website Optimization, MailChimp, Cloudflare Security
How do I contact DCF Exchange?
DCF Exchange contact info: Phone number: (406) 250-5822 Website: www.dcfexchange.com
What does DCF Exchange do?

DCF Exchange specializes in providing higher yield fixed income payments from structured settlements backed by annuities, catering primarily to financial professionals and advisors. The company offers a unique alternative to traditional fixed income assets, ensuring compliance with regulations and providing extensive support, including regulatory a... nd tax advice. DCF Exchange is recognized for its strong relationships with insurance carriers, allowing it to curate high-quality payment streams for a diverse range of client portfolios, including retirement income and special needs trusts. With a commitment to safety, diversity, and tax efficiency, DCF Exchange aims to help advisors enhance their clients' financial strategies.Read More

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

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