Finer Wealth

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

530 Loring Ave Ste 302, Salem, Massachus...

Phone Number

(978) 740-1011

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Finer Wealth

Finer Wealth Management offers personalized investment services, financial planning, and tax support, catering to urban professionals and families considering a state change. With a focus on empowering clients to take control of their financial futures, the firm provides tailored strategies to help individuals achieve their goals. The company has expanded its services to include a new office in Naples, Florida, to better serve clients in that region. Their approach emphasizes knowledge and independence, aiming to disrupt traditional financial practices.Explore more
Finer Wealth's Social MediaPopular SearchesFiner WealthFiner Wealth Management IncFiner Wealth ManagementFiner Financial IncFiner Industries IncSIC Code 62,628NAICS Code 52,523Show more

Finer Wealth Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Finer Wealth

<$5M
1-10
Private
-
1996
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
2018
John Iannucci, Founder & Chief Executive Officer at ILG Private Wealth
John IannucciFounder & CEO
<$5M
1-10
Private
-
1990
SM
Samuel MoorheadPortfolio Manager
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
2012
Paul Holjes, Manager, Wealth & Founder at Peak Mountain Advisors
Paul HoljesManager, Wealth & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Finer Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Finer Wealth Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Finer Wealth

What is Finer Wealth's official website?
Finer Wealth's official website is www.finer.com
What is Finer Wealth's Revenue?
Finer Wealth's revenue is <$5 Million
What is Finer Wealth's SIC code?
Finer Wealth's SIC: 62,628
What is Finer Wealth's NAICS code?
Finer Wealth's NAICS: 52,523
How many employees does Finer Wealth have?
Finer Wealth has 1-10 employees
What industry does Finer Wealth belong to?
Finer Wealth is in the industry of: Finance, Securities Trading
What is Finer Wealth competition?
Finer Wealth top competitors include: Legacy Investment Planning, JLB Wealth Management Group, Nobile Hinchey Private Wealth Management, Peak Mountain Advisors
What technology does Finer Wealth use?
Some of the popular technologies that Finer Wealth uses are: Cloudflare Website Optimization, Proofpoint, Microsoft 365, Google Tag Manager
How do I contact Finer Wealth?
Finer Wealth contact info: Phone number: (978) 740-1011 Website: www.finer.com
What does Finer Wealth do?

Finer Wealth Management offers personalized investment services, financial planning, and tax support, catering to urban professionals and families considering a state change. With a focus on empowering clients to take control of their financial futures, the firm provides tailored strategies to help individuals achieve their goals. The company has e... xpanded its services to include a new office in Naples, Florida, to better serve clients in that region. Their approach emphasizes knowledge and independence, aiming to disrupt traditional financial practices.Read More

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

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