Finwell

Finance · California, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

16030 Ventura Blvd Ste 240, Encino, Cali...

Phone Number

(888) 310-3462

Website

www.finwellbenefits.com

Revenue

$5 Million

Industry

Finance Securities Trading

About Finwell

Finwell offers curated financial planning and wealth management services aimed at individuals and families seeking confidence in their financial decisions. Utilizing industry-leading technology and fiduciary expert guidance, they provide customized investment management and financial planning solutions. Their team, led by highly credentialed professionals, emphasizes unbiased advice and fair pricing without high minimum balances. Finwell's approach focuses on aligning financial decisions with clients' core values to help them achieve their financial goals.Explore more
Finwell's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Finwell Org Chart

PhoneEmail
Brooke Roth, Chief Operating Officer at Finwell
United States flag for contact location.
Brooke Roth

Chief Operating Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Finwell

Compare insights from companies similar to Finwell, 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

Finwell

$5M
11-50
Private
<$5M
2016
Brooke Roth, Chief Operating Officer at Finwell
Brooke RothChief Operating Officer
Sterling Total Wealth Sol...
$8.6M
11-50
Private
-
2010
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
ProVise Management Group
$5.4M
11-50
Private
-
1986
EE
Eric EbbertCEO
Core Wealth Management
<$5M
1-10
Private
-
2012
CD
Christina DempseyFounder & CEO
Ratcliff Financial Servic...
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Finwell Tech Stack

A closer look at the technologies used by Finwell

Sentry

By

Sentry
Eploy

By

Eploy
Engage ATS

By

Engage ATS University
Empetus

By

SchoolPost
See more technologies

Top Finance Companies

Top companies in Canada by revenue

Creative Planning Financial Group
PI Financial
Peters & Co.
Coco Group
Jarislowsky Fraser
View Full List

Top companies in Australia by revenue

LDB Group
Industry Fund Services
JBWere
Centrepoint Alliance
Bongiorno Group
View Full List

Top companies in New Zealand by revenue

General Equity
Adastra Financial Services
Yovich
Cleary Wealth Management
KiwiWRAP
View Full List
See more top companies

Frequently Asked Questions Regarding Finwell

What is Finwell's official website?
Finwell's official website is www.finwellbenefits.com What is Finwell's Revenue?
Finwell's revenue is $5 Million What is Finwell's SIC code?
Finwell's SIC: 62,628 What is Finwell's NAICS code?
Finwell's NAICS: 52,523 How many employees does Finwell have?
Finwell has 11-50 employees What industry does Finwell belong to?
Finwell is in the industry of: Finance, Securities Trading What is Finwell competition?
Finwell top competitors include: Ratcliff Financial Services, Sterling Total Wealth Solutions, Core Wealth Management, ProVise Management Group What technology does Finwell use?
Some of the popular technologies that Finwell uses are: Sentry, Eploy, Engage ATS, Empetus How do I contact Finwell?
Finwell contact info: Phone number: (888) 310-3462 Website: www.finwellbenefits.com What does Finwell do?

Finwell offers curated financial planning and wealth management services aimed at individuals and families seeking confidence in their financial decisions. Utilizing industry-leading technology and fiduciary expert guidance, they provide customized investment management and financial planning solutions. Their team, led by highly credentialed profes... sionals, emphasizes unbiased advice and fair pricing without high minimum balances. Finwell's approach focuses on aligning financial decisions with clients' core values to help them achieve their financial goals.Read More

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

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.

Test Drive ZoomInfo's Directories

Browse Directories

Most Searched Industries

Construction Law Firms & Legal Services Business Services Finance Manufacturing Agriculture Software Accounting & Accounting Services Retail Healthcare Energy, Utilities & Waste Treatment Telecommunications Transportation Real Estate
People SearchCompany Search