Exchange Resources
Likely to Engage tag.Highly Engaged Employees

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

27451 Los Altos Ste 210, Mission Viejo, ...

Phone Number

(949) 334-3190

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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1

About Exchange Resources

Exchange Resources, Inc. is a leading provider of tax-deferred §1031 exchange services, helping individual and institutional investors maximize their gains and streamline transactions. Founded in 1999, the company has built a reputation for reliability and integrity, serving clients alongside CPAs, attorneys, and financial planners nationwide. Their offerings include various types of exchanges such as delayed, simultaneous, build-to-suit, and reverse exchanges, ensuring optimal security and compliance through qualified legal oversight. With a commitment to transparency and client education, Exchange Resources is dedicated to guiding clients through the complexities of 1031 exchanges.Explore more
Exchange Resources's Social MediaPopular SearchesExchange Resources IncExchangeresourcesSIC Code 62,628NAICS Code 52,523Show more

Exchange Resources Org Chart

PhoneEmail
JY
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Vice President

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Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Exchange Resources

<$5M
11-50
Private
<$5M
1999
JY
Jeff YonamineVice President
$5.9M
11-50
Private
-
1945
MP
Maleia PlylerAccount Manager, Personal
<$5M
1-10
Private
-
2017
DB
Daniel BergmanOwner & Chief Operating Officer
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2006
BC
Bianca ClaudioVirtual Assistant
<$5M
1-10
Private
-
2014
BD
Brian DensmoreChief Information Officer & CEO
<$5M
11-50
Private
<$5M
2001
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Exchange Resources is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Exchange Resources financials insights

Gather financial insights about Exchange Resources, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Exchange Resources's Financials Insights

Exchange Resources Tech Stack

A closer look at the technologies used by Exchange Resources

Top Finance Companies

Frequently Asked Questions Regarding Exchange Resources

What is Exchange Resources's official website?
Exchange Resources's official website is www.exchangeresources.net
What is Exchange Resources's Revenue?
Exchange Resources's revenue is <$5 Million
What is Exchange Resources's SIC code?
Exchange Resources's SIC: 62,628
What is Exchange Resources's NAICS code?
Exchange Resources's NAICS: 52,523
How many employees does Exchange Resources have?
Exchange Resources has 11-50 employees
What industry does Exchange Resources belong to?
Exchange Resources is in the industry of: Finance, Securities Trading
What is Exchange Resources competition?
Exchange Resources top competitors include: 1031 Exchanges, Safe Harbor Exchange, Linsenmeyer, Bogie & Varnell Insurance, Densmore Insurance Strategies
What technology does Exchange Resources use?
Some of the popular technologies that Exchange Resources uses are: WooCommerce, WordPress.org, PHP, Barracuda Networks
How do I contact Exchange Resources?
Exchange Resources contact info: Phone number: (949) 334-3190 Website: www.exchangeresources.net
What does Exchange Resources do?

Exchange Resources, Inc. is a leading provider of tax-deferred §1031 exchange services, helping individual and institutional investors maximize their gains and streamline transactions. Founded in 1999, the company has built a reputation for reliability and integrity, serving clients alongside CPAs, attorneys, and financial planners nationwide. Thei... r offerings include various types of exchanges such as delayed, simultaneous, build-to-suit, and reverse exchanges, ensuring optimal security and compliance through qualified legal oversight. With a commitment to transparency and client education, Exchange Resources is dedicated to guiding clients through the complexities of 1031 exchanges.Read More

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

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