Finity Group
Likely to Engage tag.Highly Engaged Employees

Finance · Colorado, United States · 11-50 Employees

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Overview

Headquarters

8354 E Northfield Blvd Unit 3700, Denver...

Phone Number

(720) 709-4736

Revenue

$13.7 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Finity Group

Finity Group provides wealth management and strategic financial planning through their independent structure. The company is based in Portland, OR.Explore more
Finity Group's Social MediaPopular SearchesFinity Group LLCFinity GroupFinity Group, LLC HeSIC Code 62,628NAICS Code 52,523Show more

Finity Group Org Chart

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Compare Similar Companies to Finity Group

Compare insights from companies similar to Finity Group, 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

Finity Group

$13.7M
11-50
Private
<$5M
-
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$7.7M
11-50
Private
-
2007
JG
Jefferey GoekeSenior Client Advisor
$5.9M
11-50
Private
-
-
EG
Erika GonzalezFinancial Advisor
$5.6M
11-50
Private
-
2015
JK
Joseph KloecknerFinancial Advisor
<$5M
51-200
Private
-
2000
N/A
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Finity Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Finity Group financials insights

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

2020

Debt

$350K

See All Finity Group's Financials Insights

Finity Group Tech Stack

A closer look at the technologies used by Finity Group

Most Recent Scoops

Project
, according to a front-line source in financial planning, is in the midst of initiatives related to financial data compliance. The organization is currently evaluating SAI360.
Data Management, Data Science, Financial Planning, Compliance, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to customer relationship management (CRM). The organization is currently evaluating Salesforce CRM. Finity Group will be increasing funding to support these efforts. The organization is interested in additional integration across platforms as a part of these initiatives.
CRM, Integration, Spending/Investment, Financial Planning, Funding, Sales, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to financial processes automation. The organization is currently evaluating Kantata.
Automation, Financial Planning, Financial Systems, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to budget creation and management. The organization is currently evaluating Oracle Cloud EPM Planning.
Cloud, Financial Planning, Business Finance, Finance, Financial Operations, Financial Strategy
Project
Spending/Investment, Financial Planning, Funding, Employee Relations, Workforce Management, Finance, Financial Strategy, HR Operations
See more scoops

Top Finance Companies

Frequently Asked Questions Regarding Finity Group

What is Finity Group's official website?
Finity Group's official website is www.thefinitygroup.com
What is Finity Group's Revenue?
Finity Group's revenue is $13.7 Million
What is Finity Group's SIC code?
Finity Group's SIC: 62,628
What is Finity Group's NAICS code?
Finity Group's NAICS: 52,523
How many employees does Finity Group have?
Finity Group has 11-50 employees
What industry does Finity Group belong to?
Finity Group is in the industry of: Finance, Securities Trading
What is Finity Group competition?
Finity Group top competitors include: Westex Investment Services, Sachs Financial Servic, BeamaLife, Legacy Wealth Management Group Las Vegas
What technology does Finity Group use?
Some of the popular technologies that Finity Group uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Finity Group?
Finity Group contact info: Phone number: (720) 709-4736 Website: www.thefinitygroup.com
What does Finity Group do?

Finity Group provides wealth management and strategic financial planning through their independent structure. The company is based in Portland, OR.... Read More

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

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