Geneos Wealth Management

Finance · Colorado, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

9055 E Mineral Cir Ste 200, Centennial, ...

Phone Number

(303) 785-8470

Revenue

$10 Million

Industry

Finance Securities Trading

About Geneos Wealth Management

Geneos Wealth Management is a preferred partner for top-tier advisory firms, providing exceptional support and cutting-edge technology to help advisors grow their businesses. The firm values independence, allowing advisors to maintain control over their client relationships while offering flexibility in asset custody options. Geneos also offers succession and acquisition plans to support business growth and enhance performance. With a focus on collaboration and community, Geneos aims to empower advisors to achieve their vision of success.Explore more
Geneos Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Geneos Wealth Management Org Chart

RD
United States flag for contact location.

Chief Executive Officer

PhoneEmail
RO
United States flag for contact location.

Chief Financial Officer

PhoneEmail
DR
United States flag for contact location.

Chief Operating Officer of Geneos and Chief C...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
WS
United States flag for contact location.

Chief Investment Officer

PhoneEmail

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

Compare Similar Companies to Geneos Wealth Management

Compare insights from companies similar to Geneos Wealth Management, 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

Geneos Wealth Management

$10M
11-50
Private
<$5M
2002
$25.8M
11-50
Private
<$5M
2010
MP
Matthew PetteraChief Operating Officer
$10.7M
51-200
Private
<$5M
1998
FF
Fernando FussaChief Financial Officer
$6.4M
11-50
Private
<$5M
2004
RG
Robert GruberImmediate President
$6.3M
11-50
Private
<$5M
1985
CP
Christopher PuplavaChief Information Officer
$6.1M
11-50
Private
-
2013
RS
Ramesh SrinivasChief Technology Officer
Illustration of an envelope

Geneos Wealth Management Tech Stack

A closer look at the technologies used by Geneos Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Geneos Wealth Management

What is Geneos Wealth Management's official website?
Geneos Wealth Management's official website is www.geneoswealth.com
What is Geneos Wealth Management's Revenue?
Geneos Wealth Management's revenue is $10 Million
What is Geneos Wealth Management's SIC code?
Geneos Wealth Management's SIC: 62,628
What is Geneos Wealth Management's NAICS code?
Geneos Wealth Management's NAICS: 52,523
How many employees does Geneos Wealth Management have?
Geneos Wealth Management has 11-50 employees
What industry does Geneos Wealth Management belong to?
Geneos Wealth Management is in the industry of: Finance, Securities Trading
What is Geneos Wealth Management competition?
Geneos Wealth Management top competitors include: JW Cole Financial, Financial Sense Securities, Parsonex, GWN Marketings
What technology does Geneos Wealth Management use?
Some of the popular technologies that Geneos Wealth Management uses are: goo.gl, Cloudflare Website Optimization, Cloudflare CDN, Microsoft 365
Who is the CFO of Geneos Wealth Management?
Geneos Wealth Management's CFO is Raymond Olson
How do I contact Geneos Wealth Management?
Geneos Wealth Management contact info: Phone number: (303) 785-8470 Website: www.geneoswealth.com
What does Geneos Wealth Management do?

Geneos Wealth Management is a preferred partner for top-tier advisory firms, providing exceptional support and cutting-edge technology to help advisors grow their businesses. The firm values independence, allowing advisors to maintain control over their client relationships while offering flexibility in asset custody options. Geneos also offers suc... cession and acquisition plans to support business growth and enhance performance. With a focus on collaboration and community, Geneos aims to empower advisors to achieve their vision of success.Read More

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

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.