Exponeta Financial

Finance · 1-10 Employees

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Overview

Revenue

<$5 Million

Industry

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

About Exponeta Financial

Exponeta Financial specializes in independent and unbiased financial planning, primarily focusing on retirement planning and investment fee reduction for Canadians. They offer comprehensive retirement financial plans that include personalized budgets, rate of return calculations, and strategies for low-fee investment portfolios. Additionally, they provide custom financial models to assist clients with complex financial decisions, such as mortgages and credit card options. Their services are designed for individuals seeking clarity and direction in their financial planning without the influence of commission-based advisors.Explore more
Exponeta Financial's Social MediaPopular SearchesExponeta Financial IncExponeta FinancialSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Exponeta Financial

<$5M
1-10
Private
-
2015
N/A
$8M
1-10
Private
-
2000
Paul Lorentz, President & Chief Executive Officer, Manulife Wealth & Asset Management at Manulife Investment Management
Paul LorentzPresident & CEO, Manulife Wealth & Asset Management
$6.7M
11-50
Private
-
1985
N/A
<$5M
1-10
Private
-
2002
DB
Dana BoykoManaging Director & Chief Investment Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2015
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Exponeta Financial Tech Stack

A closer look at the technologies used by Exponeta Financial

Top Finance Companies

Frequently Asked Questions Regarding Exponeta Financial

What is Exponeta Financial's official website?
Exponeta Financial's official website is www.exponeta.com
What is Exponeta Financial's Revenue?
Exponeta Financial's revenue is <$5 Million
What is Exponeta Financial's SIC code?
Exponeta Financial's SIC: 62,628
What is Exponeta Financial's NAICS code?
Exponeta Financial's NAICS: 52,523
How many employees does Exponeta Financial have?
Exponeta Financial has 1-10 employees
What industry does Exponeta Financial belong to?
Exponeta Financial is in the industry of: Finance, Securities Trading
What is Exponeta Financial competition?
Exponeta Financial top competitors include: Saxon Funds Management, Investment Planning Counsel, Evolution Wealth Management Solutions, Manulife Investment Management
What technology does Exponeta Financial use?
Some of the popular technologies that Exponeta Financial uses are: Google Cloud DNS, Google Cloud Platform, Sectigo, Google Workspace
What does Exponeta Financial do?

Exponeta Financial specializes in independent and unbiased financial planning, primarily focusing on retirement planning and investment fee reduction for Canadians. They offer comprehensive retirement financial plans that include personalized budgets, rate of return calculations, and strategies for low-fee investment portfolios. Additionally, they... provide custom financial models to assist clients with complex financial decisions, such as mortgages and credit card options. Their services are designed for individuals seeking clarity and direction in their financial planning without the influence of commission-based advisors.Read More

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

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