Evoke Wealth Management
Finance · New Jersey, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
695 Bloomfield Ave Fl 3, Montclair, New ...Phone Number
(973) 891-5060Website
www.evokewm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About Evoke Wealth Management
Evoke Wealth Management is a fee-only independent financial planning firm based in Montclair, NJ, and Brea, CA, serving clients across the U.S. The firm specializes in full-service wealth management, offering customized investment capabilities and strategic financial planning to align clients' finances with their values and goals. With a focus on building deep, lasting relationships, Evoke aims to provide objective financial advice and comprehensive services that maximize the impact of clients' wealth on their lives and legacies. The experienced team at Evoke is dedicated to instilling comfort and confidence in managing clients' financial affairs through a collaborative partnership.Explore more
Evoke Wealth Management Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Evoke Wealth Management your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Click to see if Evoke Wealth Management had a recent Job posting/layoffs
Congratulate Masked Content for being promoted to Masked Content at Evoke Wealth Management
Evoke Wealth Management, which may be a good buyer, showed buying intent in Masked Content Topic
Website visits: Recent activity has been detected on your website
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Product Launch: Get notified when Evoke Wealth Management launches new products
Funding: Get notified immidiatlly once Evoke Wealth Management has new funding data
Earning: See what the market has to say on Evoke Wealth Management recently announced quarterly report
Check if Evoke Wealth Management has recently received funding, and reach out quickly before it becomes old news!
Check out if Evoke Wealth Management is spiking on competitors!
Recommended Actions
Reach out to Masked Content who joined Evoke Wealth Management as Masked Content
Find 3 more new buyers
Compare Similar Companies to Evoke Wealth Management
Compare insights from companies similar to Evoke Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Evoke Wealth Management
<$5M
1-10
Private
-
2021
CP
Craig PetrassiManaging Partner, Chief Investment Officer & Senior Portfolio Manager
<$5M
11-50
Private
-
-
JV
J.R. VidueiraPartner and Economics Specialist and Director of Retirement Planning and Fixed-Income Strategies (CPFA)
Company Profile Activity
Activity Insights
Evoke Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Evoke Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Evoke Wealth Management.
Evoke Wealth Management Tech Stack
A closer look at the technologies used by Evoke Wealth Management
Evoke Wealth Management News & Media
Read more news
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Evoke Wealth Management
Sign Up For FreeTo access detailed company insights
Evoke Wealth Management is a fee-only independent financial planning firm based in Montclair, NJ, and Brea, CA, serving clients across the U.S. The firm specializes in full-service wealth management, offering customized investment capabilities and strategic financial planning to align clients' finances with their values and goals. With a focus on b... Read More
