Dedicated Capital Advisors

Finance · California, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

601 Montgomery St Ste 1111, San Francisc...

Phone Number

(415) 765-1778

Revenue

<$5 Million

Industry

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

About Dedicated Capital Advisors

Dedicated Capital Advisors, LLC specializes in providing clarity and cohesion for self-made entrepreneurs and high net worth families regarding their wealth and business planning. They address common barriers such as lack of clarity, cohesion, and control that often hinder effective wealth management. The firm fosters collaboration between existing advisors and new team members to create a comprehensive master plan for the future. Their goal is to empower clients to pursue opportunities with confidence and reduce the stress associated with complex financial landscapes.Explore more
Dedicated Capital Advisors's Social MediaPopular SearchesDedicated Capital Advisors LLCDedicated Capital AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Is Dedicated Capital Advisors 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 Dedicated Capital Advisors

Compare insights from companies similar to Dedicated Capital Advisors, 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

Dedicated Capital Advisor...

<$5M
1-10
Private
<$5M
2013
N/A
<$5M
1-10
Private
-
2022
JS
John SimsClient Relationship Manager
<$5M
11-50
Private
-
1992
CH
Charles HarpsterChief Investment Officer
<$5M
1-10
Private
-
2021
CK
Cory KnavelInvestment Analyst
<$5M
1-10
Private
-
2016
JT
John TrepanierDirector, Financial Planning
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Dedicated Capital Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Dedicated Capital Advisors financials insights

Gather financial insights about Dedicated Capital Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$59K

See All Dedicated Capital Advisors's Financials Insights

Dedicated Capital Advisors Tech Stack

A closer look at the technologies used by Dedicated Capital Advisors

Top Finance Companies

Frequently Asked Questions Regarding Dedicated Capital Advisors

What is Dedicated Capital Advisors's official website?
Dedicated Capital Advisors's official website is www.dedicated-cap.com
What is Dedicated Capital Advisors's Revenue?
Dedicated Capital Advisors's revenue is <$5 Million
What is Dedicated Capital Advisors's SIC code?
Dedicated Capital Advisors's SIC: 62,628
What is Dedicated Capital Advisors's NAICS code?
Dedicated Capital Advisors's NAICS: 52,523
How many employees does Dedicated Capital Advisors have?
Dedicated Capital Advisors has 1-10 employees
What industry does Dedicated Capital Advisors belong to?
Dedicated Capital Advisors is in the industry of: Finance, Securities Trading
What is Dedicated Capital Advisors competition?
Dedicated Capital Advisors top competitors include: InvestLinc, Advocus Private Wealth, Appaloosa Wealth Management, Roell Capital Management
What technology does Dedicated Capital Advisors use?
Some of the popular technologies that Dedicated Capital Advisors uses are: WordPress.org, PHP, Cloudflare Website Optimization, AppRiver
How do I contact Dedicated Capital Advisors?
Dedicated Capital Advisors contact info: Phone number: (415) 765-1778 Website: www.dedicated-cap.com
What does Dedicated Capital Advisors do?

Dedicated Capital Advisors, LLC specializes in providing clarity and cohesion for self-made entrepreneurs and high net worth families regarding their wealth and business planning. They address common barriers such as lack of clarity, cohesion, and control that often hinder effective wealth management. The firm fosters collaboration between existing... advisors and new team members to create a comprehensive master plan for the future. Their goal is to empower clients to pursue opportunities with confidence and reduce the stress associated with complex financial landscapes.Read More

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

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.