Directed Equity

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

19673 Solar Cir Ste 201, Parker, Colorad...

Phone Number

(303) 840-1978

Revenue

<$5 Million

Industry

Finance Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Directed Equity

Directed Equity specializes in self-directed retirement funding, allowing entrepreneurs to access their 401(k) or IRA funds tax-free and penalty-free to finance business ventures. They provide a range of funding options, including SBA funding, equipment funding, and conventional loans, while also offering educational resources to help clients navigate these financial solutions. Their services cater to entrepreneurs, franchisors, business development officers, accountants, and financial advisors, aiming to eliminate financial barriers to business ownership. Through their endorsement program, Directed Equity supports quality franchise businesses and assists partners in creating liquidity for clients.Explore more
Directed Equity's Social MediaPopular SearchesDirected Equity IncDirected EquityDirectedequity.comDirected Equity Services IncSIC Code 61,615NAICS Code 52,522Show more

Directed Equity Org Chart

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EB
United States flag for contact location.

Business Development Marketing Associate

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Paralegal

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Retirement Plan Specialist

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Financing Specialist

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Revenue

Number of Employees

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Top Executive

Directed Equity

<$5M
1-10
Private
<$5M
2004
EB
Elizabeth BreedenBusiness Development Marketing Associate
$6.4M
11-50
Private
-
2011
JG
Janine GieckController & Manager, Transfer
<$5M
1-10
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-
2006
AF
Alan FischerSenior Manager, Wealth
<$5M
1-10
Private
-
2015
FD
Francisco D'AgostinoManaging Director
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
-
SF
Scott FloersheimPersonal Wealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Directed Equity is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Directed Equity financials insights

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

2020

Debt

$150K

See All Directed Equity's Financials Insights

Directed Equity Tech Stack

A closer look at the technologies used by Directed Equity

Top Finance Companies

Frequently Asked Questions Regarding Directed Equity

What is Directed Equity's official website?
Directed Equity's official website is www.directedequity.com
What is Directed Equity's Revenue?
Directed Equity's revenue is <$5 Million
What is Directed Equity's SIC code?
Directed Equity's SIC: 61,615
What is Directed Equity's NAICS code?
Directed Equity's NAICS: 52,522
How many employees does Directed Equity have?
Directed Equity has 1-10 employees
What industry does Directed Equity belong to?
Directed Equity is in the industry of: Finance, Lending & Brokerage
What is Directed Equity competition?
Directed Equity top competitors include: Meridian Wealth Advisors, Great Lakes Wealth Advisors, Murphy Wealth Management, Phillip Allen
What technology does Directed Equity use?
Some of the popular technologies that Directed Equity uses are: WordPress.org, PHP, Proofpoint, Google Font API
How do I contact Directed Equity?
Directed Equity contact info: Phone number: (303) 840-1978 Website: www.directedequity.com
What does Directed Equity do?

Directed Equity specializes in self-directed retirement funding, allowing entrepreneurs to access their 401(k) or IRA funds tax-free and penalty-free to finance business ventures. They provide a range of funding options, including SBA funding, equipment funding, and conventional loans, while also offering educational resources to help clients navig... ate these financial solutions. Their services cater to entrepreneurs, franchisors, business development officers, accountants, and financial advisors, aiming to eliminate financial barriers to business ownership. Through their endorsement program, Directed Equity supports quality franchise businesses and assists partners in creating liquidity for clients.Read More

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

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