Firenze Wealth Management

Finance · Oregon, United States · 11-50 Employees

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Overview

Headquarters

16083 SW Upper Boones Ferry Rd Ste 250, ...

Phone Number

(503) 963-6555

Revenue

<$5 Million

Industry

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

At Firenze Wealth Management our core values are evident in the work we have done throughout our combined almost 90 years of experience. Our commitment to our clients is to provide honest, thoughtful care that will stand as the cornerstone to their financial growth and security.Explore more
Firenze Wealth Management's Social MediaPopular SearchesFirenze Wealth ManagementFirenze WealthFirenze Management LLCSierra SwiDrak- Wealth AdvisorCarrie Mullins LLCSIC Code 62,628NAICS Code 52,523Show more

Firenze Wealth Management Org Chart

PhoneEmail
EM
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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Firenze Wealth Management

<$5M
11-50
Private
<$5M
2019
EM
Elsa MarcotteDirector, Operations
<$5M
1-10
Private
-
2002
RS
Robert SpadanoLpl Financial Advisor
<$5M
1-10
Private
-
2017
DM
Daniel McnicholasSenior Vice President
<$5M
1-10
Private
-
-
SR
Stephanie RechDirector, Client Services
<$5M
1-10
Private
-
2014
KC
Kwang ChiaManaging Director
<$5M
1-10
Private
-
1999
JG
Joseph GazallFinancial Gazall Investment & Wealth Management Advisor
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Firenze Wealth Management financials insights

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

2025

Angel/Seed

$3.2M

See All Firenze Wealth Management's Financials Insights

Firenze Wealth Management Tech Stack

A closer look at the technologies used by Firenze Wealth Management

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Frequently Asked Questions Regarding Firenze Wealth Management

What is Firenze Wealth Management's official website?
Firenze Wealth Management's official website is www.firenzewealth.com
What is Firenze Wealth Management's Revenue?
Firenze Wealth Management's revenue is <$5 Million
What is Firenze Wealth Management's SIC code?
Firenze Wealth Management's SIC: 62,628
What is Firenze Wealth Management's NAICS code?
Firenze Wealth Management's NAICS: 52,523
How many employees does Firenze Wealth Management have?
Firenze Wealth Management has 11-50 employees
What industry does Firenze Wealth Management belong to?
Firenze Wealth Management is in the industry of: Finance, Securities Trading
What is Firenze Wealth Management competition?
Firenze Wealth Management top competitors include: Breakwater Wealth Management, Seven Point Financial, The Choice Group Wealth Management, Gazall Investment
What technology does Firenze Wealth Management use?
Some of the popular technologies that Firenze Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Tag Manager
How do I contact Firenze Wealth Management?
Firenze Wealth Management contact info: Phone number: (503) 963-6555 Website: www.firenzewealth.com
What does Firenze Wealth Management do?

At Firenze Wealth Management our core values are evident in the work we have done throughout our combined almost 90 years of experience. Our commitment to our clients is to provide honest, thoughtful care that will stand as the cornerstone to their financial growth and security.... Read More

What are Firenze Wealth Management social media links?
Firenze Wealth Management Linkedin page Firenze Wealth Management Twitter page Firenze Wealth Management Facebook page
Who invested in Firenze Wealth Management?
Firenze Wealth Management has 3 investors including Form Ventures, Outward VC and Man Group.
Is Firenze Wealth Management a public company?
Firenze Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Firenze Wealth Management

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