Flipbooks

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

400 Broadhollow Rd Ste 401, Melville, Ne...

Phone Number

(888) 667-1717

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Flipbooks

Stifel offers a comprehensive range of financial services tailored for high net worth investors in Melville, NY. The firm specializes in developing personalized investment strategies that address clients' unique needs, helping them achieve both short- and long-term financial objectives. Their services include wealth planning, tax planning strategies, and investment profiling, all aimed at fostering strong client relationships based on trust and understanding. Stifel is dedicated to educating clients on various financial topics to navigate complex market environments effectively.Explore more
Flipbooks's Social MediaPopular SearchesFlipbooksSIC Code 62,628NAICS Code 52,523Show more

Flipbooks Org Chart

PhoneEmail
KM
United States flag for contact location.

Client Relationship Manager

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Flipbooks

<$5M
11-50
Private
-
-
KM
Kelly ManzerClient Relationship Manager
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
CK
Christina KarasFinancial Advisor
<$5M
11-50
Private
-
-
JZ
John ZicariAssociate VP, Investments
<$5M
1-10
Private
-
-
SN
Stacy NelsonManager, Client Relationships
<$5M
1-10
Private
-
-
DC
Debra ClineSenior Registered Client Service Associate
<$5M
11-50
Private
-
-
CO
Christina OlingerRegistered Client Service Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Flipbooks Tech Stack

A closer look at the technologies used by Flipbooks

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Frequently Asked Questions Regarding Flipbooks

What is Flipbooks's official website?
Flipbooks's official website is www.vitalewealthmanagement.com
What is Flipbooks's Revenue?
Flipbooks's revenue is <$5 Million
What is Flipbooks's SIC code?
Flipbooks's SIC: 62,628
What is Flipbooks's NAICS code?
Flipbooks's NAICS: 52,523
How many employees does Flipbooks have?
Flipbooks has 11-50 employees
What industry does Flipbooks belong to?
Flipbooks is in the industry of: Finance, Securities Trading
What is Flipbooks competition?
Flipbooks top competitors include: Mahn Wealth Management Group, Bonnette Wealth Management Group, SZK Wealth Advisory Group, Stifel
What technology does Flipbooks use?
Some of the popular technologies that Flipbooks uses are: Neustar UltraDNS, Broadridge Advisor Solutions
How do I contact Flipbooks?
Flipbooks contact info: Phone number: (888) 667-1717 Website: www.vitalewealthmanagement.com
What does Flipbooks do?

Stifel offers a comprehensive range of financial services tailored for high net worth investors in Melville, NY. The firm specializes in developing personalized investment strategies that address clients' unique needs, helping them achieve both short- and long-term financial objectives. Their services include wealth planning, tax planning strategie... s, and investment profiling, all aimed at fostering strong client relationships based on trust and understanding. Stifel is dedicated to educating clients on various financial topics to navigate complex market environments effectively.Read More

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

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