FinStak Solutions
Customer Engagement Platforms · Nevada, United States · 1-10 Employees
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Overview
Headquarters
2190 E Pebble Rd Ste 260, Las Vegas, Nev...Phone Number
(725) 527-7500Website
www.finstak.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About FinStak Solutions
FinStak offers a powerful CRM solution specifically designed for independent financial advisors and planners, enhancing productivity through robust automation and analytics. Built on the Zoho platform, it integrates multiple features to streamline client management, marketing, and practice efficiency. The service targets a range of clients including solo advisors, ensemble practices, and registered investment advisory firms. FinStak aims to elevate the impact of financial advisors by providing a comprehensive tool that simplifies their operations.Explore more
FinStak Solutions Org Chart
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FinStak offers a powerful CRM solution specifically designed for independent financial advisors and planners, enhancing productivity through robust automation and analytics. Built on the Zoho platform, it integrates multiple features to streamline client management, marketing, and practice efficiency. The service targets a range of clients includin... Read More
