EnFin Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

2201 Walnut Ave Ste 260, Fremont, Califo...

Phone Number

(510) 789-2411

Revenue

<$5 Million

Industry

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

About EnFin Wealth Management

EnFin Wealth Management provides holistic financial planning and insurance services tailored for individuals, families, and businesses. Their offerings include strategies for wealth accumulation, tax reduction, executive benefits planning, and business protection. The firm aims to help clients achieve their financial goals through in-depth understanding and personalized planning. Neepa Shah, the founder, emphasizes a comprehensive approach to financial management.Explore more
Popular SearchesEnFin Wealth ManagementEnFin WealthEnfinwealthEnFin Wealth Management Financial and Insurance Se...SIC Code 62,628NAICS Code 52,523Show more

EnFin Wealth Management Org Chart

PhoneEmail
NS
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President & Manager, Wealth

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EnFin Wealth Management

<$5M
1-10
Private
-
-
NS
Neepa ShahPresident & Manager, Wealth
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
-
CG
Caroline GayleFinancial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

EnFin Wealth Management Tech Stack

A closer look at the technologies used by EnFin Wealth Management

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Frequently Asked Questions Regarding EnFin Wealth Management

What is EnFin Wealth Management's official website?
EnFin Wealth Management's official website is www.enfinwealth.com
What is EnFin Wealth Management's Revenue?
EnFin Wealth Management's revenue is <$5 Million
What is EnFin Wealth Management's SIC code?
EnFin Wealth Management's SIC: 62,628
What is EnFin Wealth Management's NAICS code?
EnFin Wealth Management's NAICS: 52,523
How many employees does EnFin Wealth Management have?
EnFin Wealth Management has 1-10 employees
What industry does EnFin Wealth Management belong to?
EnFin Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is EnFin Wealth Management competition?
EnFin Wealth Management top competitors include: Bayntree Wealth Advisors, Cape Cod Wealth Strategies & Insurance Services, Copper Canyon Wealth Management, ECL Private Wealth Management
What technology does EnFin Wealth Management use?
Some of the popular technologies that EnFin Wealth Management uses are: Proofpoint, GoDaddy DNS, GoDaddy Web Hosting, jQuery
How do I contact EnFin Wealth Management?
EnFin Wealth Management contact info: Phone number: (510) 789-2411 Website: www.enfinwealth.com
What does EnFin Wealth Management do?

EnFin Wealth Management provides holistic financial planning and insurance services tailored for individuals, families, and businesses. Their offerings include strategies for wealth accumulation, tax reduction, executive benefits planning, and business protection. The firm aims to help clients achieve their financial goals through in-depth understa... nding and personalized planning. Neepa Shah, the founder, emphasizes a comprehensive approach to financial management.Read More

Is EnFin Wealth Management a public company?
EnFin Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about EnFin Wealth Management

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