Freitas Wealth Management
Finance · South Carolina, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
35 Varden Dr Ste B, Aiken, South Carolin...Phone Number
(803) 393-2441Website
www.freitaswmg.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Freitas Wealth Management
Freitas Wealth Management provides tailored wealth management strategies that emphasize faith-based values, catering to a diverse range of clients including individuals, families, women investors, business owners, and healthcare professionals. Their services encompass insurance strategies, portfolio management, retirement planning, financial planning, estate planning, and values-based investing. The firm focuses on creating customized financial plans that align with clients' unique goals and risk tolerances. With a holistic approach, they aim to empower clients to achieve financial well-being and live purposefully.Explore more
Freitas Wealth Management Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Freitas Wealth Management your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Funding: Get notified immidiatlly once Freitas Wealth Management has new funding data
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Click to see if Freitas Wealth Management had a recent Job posting/layoffs
Check out if Freitas Wealth Management is spiking on competitors!
Product Launch: Get notified when Freitas Wealth Management launches new products
Freitas Wealth Management, which may be a good buyer, showed buying intent in Masked Content Topic
Congratulate Masked Content for being promoted to Masked Content at Freitas Wealth Management
Website visits: Recent activity has been detected on your website
Check if Freitas Wealth Management has recently received funding, and reach out quickly before it becomes old news!
Earning: See what the market has to say on Freitas Wealth Management recently announced quarterly report
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find more new buyers
Compare Similar Companies to Freitas Wealth Management
Compare insights from companies similar to Freitas Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Freitas Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Freitas Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Freitas Wealth Management.
Freitas Wealth Management Tech Stack
A closer look at the technologies used by Freitas Wealth Management
Top Finance Companies
Top companies in Australia by revenue
Frequently Asked Questions Regarding Freitas Wealth Management
Sign Up For FreeTo access detailed company insights
Freitas Wealth Management provides tailored wealth management strategies that emphasize faith-based values, catering to a diverse range of clients including individuals, families, women investors, business owners, and healthcare professionals. Their services encompass insurance strategies, portfolio management, retirement planning, financial planni... Read More
