Envoy Wealth Management

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

9800 Connecticut Dr, Crown Point, Indian...

Phone Number

(219) 627-1094

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Envoy Wealth Management

Envoy Wealth Management LLC is a full-service independent financial advisor based in Northwest Indiana, serving clients in Chicagoland and nationwide. The firm specializes in personalized financial planning and investment strategies tailored to the unique needs of pre-retirees, retirees, young investors, small business owners, and non-profit organizations. With a focus on education and ethical practices, Envoy aims to guide clients through life's financial transitions while prioritizing their long-term goals. The founder, Chris Janota, has received national recognition for his positive impact in the financial advice industry and local community.Explore more
Envoy Wealth Management's Social MediaPopular SearchesEnvoy Wealth Management LLCWealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Envoy Wealth Management Org Chart

PhoneEmail
Christopher Janota, President & Financial Advisor at Envoy Wealth Management
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President & Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Envoy Wealth Management

<$5M
1-10
Private
-
2014
Christopher Janota, President & Financial Advisor at Envoy Wealth Management
Christopher JanotaPresident & Financial Advisor
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
2018
HS
Heather StoutManager, Marketing
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2000
TH
Terry HagedornFinancial Analyst
<$5M
1-10
Private
-
2012
Keith Offel, President at Stonehaven Financial Group
Keith OffelPresident
<$5M
1-10
Private
-
2000
LP
Lorelei PlacerClient Services Associate
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Envoy Wealth Management Tech Stack

A closer look at the technologies used by Envoy Wealth Management

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Frequently Asked Questions Regarding Envoy Wealth Management

What is Envoy Wealth Management's official website?
Envoy Wealth Management's official website is www.envoywealthmanagement.com
What is Envoy Wealth Management's Revenue?
Envoy Wealth Management's revenue is <$5 Million
What is Envoy Wealth Management's SIC code?
Envoy Wealth Management's SIC: 62,628
What is Envoy Wealth Management's NAICS code?
Envoy Wealth Management's NAICS: 52,523
How many employees does Envoy Wealth Management have?
Envoy Wealth Management has 1-10 employees
What industry does Envoy Wealth Management belong to?
Envoy Wealth Management is in the industry of: Finance, Securities Trading
What is Envoy Wealth Management competition?
Envoy Wealth Management top competitors include: F-squared Financial, Chesapeake Financial Strategies, Stonehaven Financial Group, Financial Concepts
What technology does Envoy Wealth Management use?
Some of the popular technologies that Envoy Wealth Management uses are: Cloudflare Website Optimization, Smarsh, Datadog, Microsoft 365
How do I contact Envoy Wealth Management?
Envoy Wealth Management contact info: Phone number: (219) 627-1094 Website: www.envoywealthmanagement.com
What does Envoy Wealth Management do?

Envoy Wealth Management LLC is a full-service independent financial advisor based in Northwest Indiana, serving clients in Chicagoland and nationwide. The firm specializes in personalized financial planning and investment strategies tailored to the unique needs of pre-retirees, retirees, young investors, small business owners, and non-profit organi... zations. With a focus on education and ethical practices, Envoy aims to guide clients through life's financial transitions while prioritizing their long-term goals. The founder, Chris Janota, has received national recognition for his positive impact in the financial advice industry and local community.Read More

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

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