GENESIS Wealth Management

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

PO Box 1471, Englewood Cliffs, New Jerse...

Phone Number

(201) 783-5877

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About GENESIS Wealth Management

GENESIS Wealth Management specializes in comprehensive wealth management services, offering financial planning, investment management, and digital advisory solutions tailored to clients' needs. The firm serves a diverse clientele, including entrepreneurs, executives, pre-retirees, retirees, and high-net-worth individuals, focusing on helping them achieve their financial goals. With a fiduciary commitment, GENESIS provides objective and independent advice, ensuring clients' best interests are prioritized. Their experienced team utilizes sophisticated strategies and tools to guide clients through various financial phases and market conditions.Explore more
GENESIS Wealth Management's Social MediaPopular SearchesGenesis Wealth Management LLCGenesis Wealth ManagementWealth Management LLCCoats Wealth Management IncGenesis Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

GENESIS Wealth Management

<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
-
BD
Brianne DerveloyCEO & Registered Administrator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
1993
HV
Henry VailEstate Planner
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

GENESIS Wealth Management Tech Stack

A closer look at the technologies used by GENESIS Wealth Management

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Frequently Asked Questions Regarding GENESIS Wealth Management

What is GENESIS Wealth Management's official website?
GENESIS Wealth Management's official website is www.genesiswealthmgt.com
What is GENESIS Wealth Management's Revenue?
GENESIS Wealth Management's revenue is <$5 Million
What is GENESIS Wealth Management's SIC code?
GENESIS Wealth Management's SIC: 62,628
What is GENESIS Wealth Management's NAICS code?
GENESIS Wealth Management's NAICS: 52,523
How many employees does GENESIS Wealth Management have?
GENESIS Wealth Management has 1-10 employees
What industry does GENESIS Wealth Management belong to?
GENESIS Wealth Management is in the industry of: Finance, Securities Trading
What is GENESIS Wealth Management competition?
GENESIS Wealth Management top competitors include: Stockade Wealth Management, Sucre-Vail Wealth Advisors, Davis Wealth Management, Fulcrum Wealth Advisors
What technology does GENESIS Wealth Management use?
Some of the popular technologies that GENESIS Wealth Management uses are: Cloudflare Website Optimization, Sentry, Enom DNS Hosting, Proofpoint
How do I contact GENESIS Wealth Management?
GENESIS Wealth Management contact info: Phone number: (201) 783-5877 Website: www.genesiswealthmgt.com
What does GENESIS Wealth Management do?

GENESIS Wealth Management specializes in comprehensive wealth management services, offering financial planning, investment management, and digital advisory solutions tailored to clients' needs. The firm serves a diverse clientele, including entrepreneurs, executives, pre-retirees, retirees, and high-net-worth individuals, focusing on helping them a... chieve their financial goals. With a fiduciary commitment, GENESIS provides objective and independent advice, ensuring clients' best interests are prioritized. Their experienced team utilizes sophisticated strategies and tools to guide clients through various financial phases and market conditions.Read More

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

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