Evisor

Finance · Utah, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

623 E Fort Union Blvd Ste 101, Midvale, ...

Phone Number

(888) 388-8768

Revenue

<$5 Million

Industry

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

About Evisor

evisor offers online financial planning and investment advice through a powerful platform supported by experienced human advisors. The company provides personalized financial plans, tailored asset allocations, and a variety of model portfolios based on individual risk tolerance and financial goals. With no minimum asset requirements and a low annual fee, evisor aims to make sophisticated financial planning accessible to a wide range of clients. Their services are designed for investors seeking comprehensive, dynamic, and easy-to-understand investment management.Explore more
Evisor's Social MediaPopular SearchesEvisorNorth Capital IncSIC Code 62,628NAICS Code 52,523Show more

Evisor Org Chart

PhoneEmail
MW
United States flag for contact location.

Managing Director Head of Asset Management

PhoneEmail
JD
United States flag for contact location.

Founder & Managing Director

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
DW
United States flag for contact location.

Director, Investment & Advisor & Representati...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Evisor 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 Evisor

Compare insights from companies similar to Evisor, 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

Evisor

<$5M
11-50
Private
-
2018
MW
Michael WeaverManaging Director Head of Asset Management
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2009
RL
Rebecca LunaManager, Office Client Services
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2011
N/A
Illustration of an envelope

Evisor Tech Stack

A closer look at the technologies used by Evisor

Top Finance Companies

Frequently Asked Questions Regarding Evisor

What is Evisor's official website?
Evisor's official website is www.evisor.com
What is Evisor's Revenue?
Evisor's revenue is <$5 Million
What is Evisor's SIC code?
Evisor's SIC: 62,628
What is Evisor's NAICS code?
Evisor's NAICS: 52,523
How many employees does Evisor have?
Evisor has 11-50 employees
What industry does Evisor belong to?
Evisor is in the industry of: Finance, Securities Trading
What is Evisor competition?
Evisor top competitors include: Furlong Investment Solutions, Constant Guidance Financial, Stockade Wealth Management, Chapman & Cardwell Capital Management
What technology does Evisor use?
Some of the popular technologies that Evisor uses are: WooCommerce, WordPress.org, PHP, HubSpot
How do I contact Evisor?
Evisor contact info: Phone number: (888) 388-8768 Website: www.evisor.com
What does Evisor do?

evisor offers online financial planning and investment advice through a powerful platform supported by experienced human advisors. The company provides personalized financial plans, tailored asset allocations, and a variety of model portfolios based on individual risk tolerance and financial goals. With no minimum asset requirements and a low annua... l fee, evisor aims to make sophisticated financial planning accessible to a wide range of clients. Their services are designed for investors seeking comprehensive, dynamic, and easy-to-understand investment management.Read More

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

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.