Financial Matters

Finance · Wisconsin, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

w375 N7847 Tamarack Dr, Oconomowoc, Wisc...

Phone Number

(262) 468-4865

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 Financial Matters

Financial Matters is an independent registered investment advisory firm committed to helping our clients by delivering an unprecedented level of personalized service and expertise. At Financial Matters, we are providing the tools and resources necessary, so our clients are making informed financial decisions throughout their lives giving them an opportunity for financial success. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.Explore more
Popular SearchesFinancial Mattersf-matters.comSIC Code 62,628NAICS Code 52,523Show more

Is Financial Matters 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 Financial Matters

Compare insights from companies similar to Financial Matters, 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

Financial Matters

<$5M
1-10
Private
-
-
N/A
$6.6M
11-50
Private
-
2000
Erin Gay, Founder & Chief Executive Officer at Legacy Financial Associates
Erin GayFounder & CEO
$6M
11-50
Private
-
-
PP
Patrick PortmanCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
SC
Steven CrabtreeFinancial Advisor
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Financial Matters Tech Stack

A closer look at the technologies used by Financial Matters

Top Finance Companies

Frequently Asked Questions Regarding Financial Matters

What is Financial Matters's official website?
Financial Matters's official website is www.f-matters.com
What is Financial Matters's Revenue?
Financial Matters's revenue is <$5 Million
What is Financial Matters's SIC code?
Financial Matters's SIC: 62,628
What is Financial Matters's NAICS code?
Financial Matters's NAICS: 52,523
How many employees does Financial Matters have?
Financial Matters has 1-10 employees
What industry does Financial Matters belong to?
Financial Matters is in the industry of: Finance, Securities Trading
What is Financial Matters competition?
Financial Matters top competitors include: The River Suite Wealth Partners, Integra Financial, Felicia Erwin, Legacy Financial Associates
What technology does Financial Matters use?
Some of the popular technologies that Financial Matters uses are: Smarsh, Amazon Web Hosting
How do I contact Financial Matters?
Financial Matters contact info: Phone number: (262) 468-4865 Website: www.f-matters.com
What does Financial Matters do?

Financial Matters is an independent registered investment advisory firm committed to helping our clients by delivering an unprecedented level of personalized service and expertise. At Financial Matters, we are providing the tools and resources necessary, so our clients are making informed financial decisions throughout their lives giving them an op... portunity for financial success. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.Read More

Is Financial Matters a public company?
Financial Matters is private company therefore does not currently have an official ticker symbol
See more information about Financial Matters

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.