Greenleaf Financial Group
Finance · California, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
1239 S Rimpau Blvd, Los Angeles, Califor...Phone Number
(317) 993-3384Website
www.greenleaf-fg.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Greenleaf Financial Group
Greenleaf Financial Group, LLC is a fee-only investment management firm with locations in Indianapolis and Los Angeles, specializing in customized investment and financial planning solutions. The firm serves a diverse clientele, including retirees, pre-retirees, mid-career professionals, and young professionals, focusing on alleviating financial stress and uncertainty. As independent advisors, they prioritize objective and tailored investment choices without receiving compensation from investment products. Their commitment to education and clarity ensures clients feel confident in achieving their financial goals.Explore more
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 Greenleaf Financial Group your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Website visits: Recent activity has been detected on your website
Greenleaf Financial Group, which may be a good buyer, showed buying intent in Masked Content Topic
Click to see if Greenleaf Financial Group had a recent Job posting/layoffs
Check out if Greenleaf Financial Group is spiking on competitors!
Check if Greenleaf Financial Group has recently received funding, and reach out quickly before it becomes old news!
Earning: See what the market has to say on Greenleaf Financial Group recently announced quarterly report
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Funding: Get notified immidiatlly once Greenleaf Financial Group has new funding data
Congratulate Masked Content for being promoted to Masked Content at Greenleaf Financial Group
Product Launch: Get notified when Greenleaf Financial Group launches new products
Recommended Actions
Find VP level buyers at Greenleaf Financial Group
Find more new buyers
Compare Similar Companies to Greenleaf Financial Group
Compare insights from companies similar to Greenleaf Financial Group, 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
Greenleaf Financial Group
<$5M
1-10
Private
-
1979
N/A
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Greenleaf Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Greenleaf Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Greenleaf Financial Group.
Greenleaf Financial Group Tech Stack
A closer look at the technologies used by Greenleaf Financial Group
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Greenleaf Financial Group
Sign Up For FreeTo access detailed company insights
Greenleaf Financial Group, LLC is a fee-only investment management firm with locations in Indianapolis and Los Angeles, specializing in customized investment and financial planning solutions. The firm serves a diverse clientele, including retirees, pre-retirees, mid-career professionals, and young professionals, focusing on alleviating financial st... Read More
