Finteris Wealth Management

Finance · Missouri, United States · 11-50 Employees

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Overview

Headquarters

3325 Emerald Ln Ste A, Jefferson City, M...

Phone Number

(573) 636-6549

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Finteris Wealth Management

Finteris Wealth Management is a company that operates in the Investment Banking industry. It employs 10to19 people and has 1Mto5M of revenue. The company is headquartered in Jefferson City, Missouri.Explore more
Finteris Wealth Management's Social MediaPopular SearchesFinteris Wealth ManagementFinteris Wealth Management LLCVersed Financial IncFinterisFinteriswealthmanagement.comSIC Code 62,628NAICS Code 52,523Show more

Finteris Wealth Management Org Chart

PhoneEmail
MH
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Branch Administrative Associate

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RM
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Client Associate

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KJ
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Client Associate

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NB
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Registered Client Associate

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SK
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Sales & Marketing Associate

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WW
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Founding Partner

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BZ
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Founding Partner

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CR
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Partner

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KW
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Partner

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JH
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Partner

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JP
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Financial Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Finteris Wealth Managemen...

<$5M
11-50
Private
-
2020
MH
Monica HaberbergerBranch Administrative Associate
<$5M
11-50
Private
-
2023
CA
Caitlin AdyDirector, Operations & Client Experience
<$5M
11-50
Private
-
2022
JM
Joseph MarchlenskiExecutive Vice President
<$5M
1-10
Private
-
2021
Dana Pollard, Chief Executive Officer & Principal at Lumitas Wealth Strategies
Dana PollardCEO & Principal
<$5M
11-50
Private
-
-
FR
Felix RosadoManaging Director
<$5M
1-10
Private
-
2016
JM
James MartinManaging Partner and PIM Portfolio Manager
<$5M
1-10
Private
-
2021
KB
Kayla BertramSenior Relationship Manager
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Finteris Wealth Management Tech Stack

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Frequently Asked Questions Regarding Finteris Wealth Management

What is Finteris Wealth Management's official website?
Finteris Wealth Management's official website is www.finteriswealthmanagement.com
What is Finteris Wealth Management's Revenue?
Finteris Wealth Management's revenue is <$5 Million
What is Finteris Wealth Management's SIC code?
Finteris Wealth Management's SIC: 62,628
What is Finteris Wealth Management's NAICS code?
Finteris Wealth Management's NAICS: 52,523
How many employees does Finteris Wealth Management have?
Finteris Wealth Management has 11-50 employees
What industry does Finteris Wealth Management belong to?
Finteris Wealth Management is in the industry of: Finance, Securities Trading
What is Finteris Wealth Management competition?
Finteris Wealth Management top competitors include: McKenzie Riedel Wealth Management, TrueJourney, Transitions Wealth Management, Gardens Wealth Management
What technology does Finteris Wealth Management use?
Some of the popular technologies that Finteris Wealth Management uses are: reCAPTCHA, Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS
How do I contact Finteris Wealth Management?
Finteris Wealth Management contact info: Phone number: (573) 636-6549 Website: www.finteriswealthmanagement.com
What does Finteris Wealth Management do?

Finteris Wealth Management is a company that operates in the Investment Banking industry. It employs 10to19 people and has 1Mto5M of revenue. The company is headquartered in Jefferson City, Missouri.... Read More

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

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