Fortegic

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

5155 Financial Way Ste 5, Mason, Ohio, 4...

Phone Number

(513) 794-1095

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Fortegic

Fortegic offers comprehensive financial strategies tailored for individuals and businesses, focusing on personal planning, business planning, and wealth management. Their team approach prioritizes clients' needs, ensuring customized financial strategies that safeguard their financial future. They emphasize building relationships and providing educational experiences to help clients set and achieve their financial goals. Fortegic serves a diverse clientele, from those just starting out to those preparing for retirement.Explore more
Fortegic's Social MediaPopular SearchesFortegicSIC Code 62,628NAICS Code 52,523Show more

Fortegic Org Chart

PhoneEmail
RH
United States flag for contact location.

Director, Client Relations

PhoneEmail
PS
United States flag for contact location.

Director, Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fortegic

<$5M
11-50
Private
-
-
RH
Rebecca HoganDirector, Client Relations
$15.9M
1-10
Private
-
1995
<$5M
1-10
Private
-
-
CR
Catherine RogersVice President
<$5M
11-50
Private
<$5M
2021
Jacob O'Banion, President & Chief Executive Officer at C1 Wealth Management
Jacob O'BanionPresident & CEO
<$5M
11-50
Private
-
2018
N/A
<$5M
1-10
Private
-
2004
TP
Terence PaulauskisSenior Vice President
<$5M
1-10
Private
-
1999
GG
Gregg GlassDirector, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Fortegic Tech Stack

A closer look at the technologies used by Fortegic

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Frequently Asked Questions Regarding Fortegic

What is Fortegic's official website?
Fortegic's official website is www.fortegic.com
What is Fortegic's Revenue?
Fortegic's revenue is <$5 Million
What is Fortegic's SIC code?
Fortegic's SIC: 62,628
What is Fortegic's NAICS code?
Fortegic's NAICS: 52,523
How many employees does Fortegic have?
Fortegic has 11-50 employees
What industry does Fortegic belong to?
Fortegic is in the industry of: Finance, Securities Trading
What is Fortegic competition?
Fortegic top competitors include: C1 Wealth Management, Redbridge Financial, Marston Rogers Group, Canvas Financial
What technology does Fortegic use?
Some of the popular technologies that Fortegic uses are: WooCommerce, WordPress.org, PHP, Smarsh
How do I contact Fortegic?
Fortegic contact info: Phone number: (513) 794-1095 Website: www.fortegic.com
What does Fortegic do?

Fortegic offers comprehensive financial strategies tailored for individuals and businesses, focusing on personal planning, business planning, and wealth management. Their team approach prioritizes clients' needs, ensuring customized financial strategies that safeguard their financial future. They emphasize building relationships and providing educa... tional experiences to help clients set and achieve their financial goals. Fortegic serves a diverse clientele, from those just starting out to those preparing for retirement.Read More

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

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