GreenStoneBelt Wealth

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

455 N Cityfront Plaza Dr Ste 1610, Chica...

Phone Number

(866) 537-6373

Revenue

$6.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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ZI Rank
1
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About GreenStoneBelt Wealth

GreenStoneBelt Wealth specializes in tailored retirement planning and strategic asset allocation, focusing on high net worth individuals, business owners, and private wealth clients. They offer comprehensive wealth management services, including investment consulting, estate planning, and integrated tax strategies, all designed to align with clients' unique goals and values. Their boutique structure allows for personalized service and proactive solutions, ensuring that every financial decision is intentional and supports clients' desired lifestyles and legacies. With a commitment to education and clarity, GreenStoneBelt Wealth aims to empower clients to navigate their financial journeys with confidence.Explore more
GreenStoneBelt Wealth's Social MediaPopular SearchesGreenStoneBelt WealthGreenStoneBelt Wealth AdvisorsGreen Stone Belt Wealthgreenstonebelt.comAdvisor LaunchpadSIC Code 62,628NAICS Code 52,523Show more

GreenStoneBelt Wealth Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

GreenStoneBelt Wealth

$6.6M
1-10
Private
-
2016
AA
Alexandra AndersenChief Operating Officer
$7M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2007
RA
Robert AllenPresident & Owner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1934
RC
Robert ConatyVice President, Wealth Management
<$5M
1-10
Private
-
2015
NS
Nicholas SmithFinancial Consultant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

GreenStoneBelt Wealth Tech Stack

A closer look at the technologies used by GreenStoneBelt Wealth

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Frequently Asked Questions Regarding GreenStoneBelt Wealth

What is GreenStoneBelt Wealth's official website?
GreenStoneBelt Wealth's official website is www.greenstonebelt.com
What is GreenStoneBelt Wealth's Revenue?
GreenStoneBelt Wealth's revenue is $6.6 Million
What is GreenStoneBelt Wealth's SIC code?
GreenStoneBelt Wealth's SIC: 62,628
What is GreenStoneBelt Wealth's NAICS code?
GreenStoneBelt Wealth's NAICS: 52,523
How many employees does GreenStoneBelt Wealth have?
GreenStoneBelt Wealth has 1-10 employees
What industry does GreenStoneBelt Wealth belong to?
GreenStoneBelt Wealth is in the industry of: Finance, Securities Trading
What is GreenStoneBelt Wealth competition?
GreenStoneBelt Wealth top competitors include: Capstone Financial Partners, Coburn Financial, Ridley Wealth Strategies, Trinity Wealth Strategies
What technology does GreenStoneBelt Wealth use?
Some of the popular technologies that GreenStoneBelt Wealth uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Tag Manager
How do I contact GreenStoneBelt Wealth?
GreenStoneBelt Wealth contact info: Phone number: (866) 537-6373 Website: www.greenstonebelt.com
What does GreenStoneBelt Wealth do?

GreenStoneBelt Wealth specializes in tailored retirement planning and strategic asset allocation, focusing on high net worth individuals, business owners, and private wealth clients. They offer comprehensive wealth management services, including investment consulting, estate planning, and integrated tax strategies, all designed to align with client... s' unique goals and values. Their boutique structure allows for personalized service and proactive solutions, ensuring that every financial decision is intentional and supports clients' desired lifestyles and legacies. With a commitment to education and clarity, GreenStoneBelt Wealth aims to empower clients to navigate their financial journeys with confidence.Read More

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

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