Envoy Financial

Finance · United States · 1-10 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

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

About Envoy Financial

Envoy Retirement for Advisors specializes in providing 403(b) retirement plans tailored for Churches, Non-Profits, and Ministries, allowing financial advisors to assist their clients without the burden of administrative tasks. With nearly three decades of experience, they focus on the unique retirement needs of faith-based organizations and offer investment options that align with Christian values. Their referral partnership program enables advisors to earn compensation for referrals while maintaining the advisor/client relationship. Envoy handles all aspects of plan setup, recordkeeping, and customer support, making it easier for advisors to expand their services.Explore more
Popular SearchesEnvoy FinancialEnvoy Financial IncBFC RetirementECO Retirement PlanFuture Funded MinistrySIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Envoy Financial

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
<$5M
2014
EC
Evan ConleyFinancial Advisor & Pension Specialist
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2004
JG
Joel GreenbergFounder & Principal
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Envoy Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Envoy Financial Tech Stack

A closer look at the technologies used by Envoy Financial

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Frequently Asked Questions Regarding Envoy Financial

What is Envoy Financial's official website?
Envoy Financial's official website is www.envoyretirement.com
What is Envoy Financial's Revenue?
Envoy Financial's revenue is <$5 Million
What is Envoy Financial's SIC code?
Envoy Financial's SIC: 62,628
What is Envoy Financial's NAICS code?
Envoy Financial's NAICS: 52,523
How many employees does Envoy Financial have?
Envoy Financial has 1-10 employees
What industry does Envoy Financial belong to?
Envoy Financial is in the industry of: Finance, Securities Trading
What is Envoy Financial competition?
Envoy Financial top competitors include: KASE Wealth Advisors, Hull Wealth Management, Wealth Advisory Services, Legacy One Financial
What technology does Envoy Financial use?
Some of the popular technologies that Envoy Financial uses are: WordPress.org, PHP, NS1, Squarespace Online Stores
What does Envoy Financial do?

Envoy Retirement for Advisors specializes in providing 403(b) retirement plans tailored for Churches, Non-Profits, and Ministries, allowing financial advisors to assist their clients without the burden of administrative tasks. With nearly three decades of experience, they focus on the unique retirement needs of faith-based organizations and offer i... nvestment options that align with Christian values. Their referral partnership program enables advisors to earn compensation for referrals while maintaining the advisor/client relationship. Envoy handles all aspects of plan setup, recordkeeping, and customer support, making it easier for advisors to expand their services.Read More

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

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