Feltz WealthPLAN
Finance · Nebraska, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
101 S 108th Ave Ste 2, Omaha, Nebraska, ...Phone Number
(402) 691-0200Website
www.feltzwealthplan.comRevenue
$6 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
1
1
2
2
About Feltz WealthPLAN
Feltz WealthPLAN offers a range of financial services including investment management, wealth management, and retirement planning. The company aims to provide personalized financial advice tailored to individual client needs and goals. With a philosophy centered on accessibility to sound financial guidance, they strive to help clients prepare for their financial future. Their target clients include individuals seeking to optimize their investments and secure their financial well-being.Explore more
Feltz WealthPLAN 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 Feltz WealthPLAN your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Check out if Feltz WealthPLAN is spiking on competitors!
Website visits: Recent activity has been detected on your website
Click to see if Feltz WealthPLAN had a recent Job posting/layoffs
Product Launch: Get notified when Feltz WealthPLAN launches new products
Check if Feltz WealthPLAN has recently received funding, and reach out quickly before it becomes old news!
Feltz WealthPLAN, which may be a good buyer, showed buying intent in Masked Content Topic
Earning: See what the market has to say on Feltz WealthPLAN recently announced quarterly report
Funding: Get notified immidiatlly once Feltz WealthPLAN has new funding data
Congratulate Masked Content for being promoted to Masked Content at Feltz WealthPLAN
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Recommended Actions
Find VP level buyers at Feltz WealthPLAN
Find 3 more new buyers
Compare Similar Companies to Feltz WealthPLAN
Compare insights from companies similar to Feltz WealthPLAN, 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
Company Profile Activity
Activity Insights
Feltz WealthPLAN is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Feltz WealthPLAN is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Feltz WealthPLAN.
Feltz WealthPLAN financials insights
Gather financial insights about Feltz WealthPLAN, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Feltz WealthPLAN Tech Stack
A closer look at the technologies used by Feltz WealthPLAN
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Feltz WealthPLAN
Sign Up For FreeTo access detailed company insights
Feltz WealthPLAN offers a range of financial services including investment management, wealth management, and retirement planning. The company aims to provide personalized financial advice tailored to individual client needs and goals. With a philosophy centered on accessibility to sound financial guidance, they strive to help clients prepare for t... Read More
