Global Wealth

Insurance · Florida, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1395 Brickell Ave Ste 800, Miami, Florid...

Revenue

<$5 Million

Industry

Insurance
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
2
2
2
2

About Global Wealth

Global Wealth Financial specializes in creating customized wealth protection strategies for private clients, their wealth advisors, and estate and tax attorneys worldwide. The company focuses on advanced life insurance strategies that are integral to affluent families' wealth and succession planning. Their team of seasoned professionals works diligently to integrate these strategies into clients' holistic wealth plans while providing education and support throughout the process. With a global client base, they navigate complex financial regulations to deliver tailored solutions that optimize wealth and legacy.Explore more
Global Wealth's Social MediaPopular SearchesGlobal WealthGlobal Wealth FinancialSIC Code 64,641NAICS Code 52,524Show more

Global Wealth Org Chart

Pablo Fernandez, Chief Executive Officer at Global Wealth
United States flag for contact location.

Chief Executive Officer

PhoneEmail
AC
United States flag for contact location.

Chief Financial Officer

PhoneEmail
CA
United States flag for contact location.

Chief Operating Officer

PhoneEmail

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

Global Director, Wealth Financial

PhoneEmail
NS
United States flag for contact location.

Director of Premium Financing

PhoneEmail

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

Is Global Wealth your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Global Wealth

Compare insights from companies similar to Global Wealth, 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

Global Wealth

<$5M
1-10
Private
-
2009
$7.7M
11-50
Private
-
2007
AS
Ajaykumar ShahLife Insurance & Pension Plan Specialist
<$5M
11-50
Private
<$5M
2008
KP
Karla PlassManager, Operations
<$5M
11-50
Private
-
-
EM
Elizabeth MurrayDirector, Operations
<$5M
11-50
Private
-
2002
DM
Danielle MasVice President
<$5M
1-10
Private
-
1984
KP
Kathryn PfeltzChief Operating Officer
<$5M
1-10
Private
-
2009
BF
Brian FischerVice President and Commercial Sales Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Global Wealth is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

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

Global Wealth Tech Stack

A closer look at the technologies used by Global Wealth

Top Insurance Companies

Frequently Asked Questions Regarding Global Wealth

What is Global Wealth's official website?
Global Wealth's official website is www.globalwealthfinancial.com
What is Global Wealth's Revenue?
Global Wealth's revenue is <$5 Million
What is Global Wealth's SIC code?
Global Wealth's SIC: 64,641
What is Global Wealth's NAICS code?
Global Wealth's NAICS: 52,524
How many employees does Global Wealth have?
Global Wealth has 1-10 employees
What industry does Global Wealth belong to?
Global Wealth is in the industry of: Insurance
What is Global Wealth competition?
Global Wealth top competitors include: Fischer Financial Group, BeamaLife, EPG Services, Financial Strategies Group
What technology does Global Wealth use?
Some of the popular technologies that Global Wealth uses are: WordPress.org, PHP, Cloudflare Website Optimization, Microsoft 365
Who is the CFO of Global Wealth?
Global Wealth's CFO is Ana Cecilia
What does Global Wealth do?

Global Wealth Financial specializes in creating customized wealth protection strategies for private clients, their wealth advisors, and estate and tax attorneys worldwide. The company focuses on advanced life insurance strategies that are integral to affluent families' wealth and succession planning. Their team of seasoned professionals works dilig... ently to integrate these strategies into clients' holistic wealth plans while providing education and support throughout the process. With a global client base, they navigate complex financial regulations to deliver tailored solutions that optimize wealth and legacy.Read More

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

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.