Greentree Financial Group

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

19720 Jetton Rd Fl 3, Cornelius, North C...

Phone Number

(704) 892-8733

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Greentree Financial Group

Greentree Financial Group is a financial advisory and consulting firm that specializes in IPO consulting and SEC compliance for high-growth companies. Founded in 1999, the firm offers tailored strategies to help clients navigate the complexities of public listings and ongoing compliance requirements in the U.S. capital markets. With over two decades of experience, Greentree is committed to building long-term partnerships, evidenced by a high client renewal rate of over 90%. Their personalized approach ensures that each client's unique needs are met, fostering trust and satisfaction throughout the process.Explore more
Greentree Financial Group's Social MediaPopular SearchesGreentree Financial GroupGreentree Financial Group IncGt Financial IncGt Financial LLCGreentree Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Greentree Financial Group Org Chart

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TL
United States flag for contact location.

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Greentree Financial Group

<$5M
1-10
Private
-
1999
TL
Tracy LuoController
$5.2M
11-50
Private
-
2003
JB
Joseph Ben-DakStrategy, International Technology Counsel
$5.2M
1-10
Private
-
2004
CK
Claire KuoManaging Director
<$5M
11-50
Private
<$5M
1991
<$5M
11-50
Private
-
2008
N/A
<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
2001
HT
Henry TowAssociate
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Company Profile Activity

i

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Activity Insights

Greentree Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Greentree Financial Group Tech Stack

A closer look at the technologies used by Greentree Financial Group

Greentree Financial Group News & Media

  • NextBoat secures $510K convertible debt financing from Greentree Financial Group

    NextBoat has secured $510,000 in convertible debt financing from Greentree Financial Group. The boat builder will receive approximately $459,000 in net proceeds after fees, providing working capital for operating expenses. The 10% convertible promissory note matures in August 2028 and carries 10% annual interest. The conversion price is set at $1.785 per share but includes downward adjustments every six months based on market prices. The deal includes warrants to purchase up to 100,000 shares
Read more news

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Frequently Asked Questions Regarding Greentree Financial Group

What is Greentree Financial Group's official website?
Greentree Financial Group's official website is www.gtfinancial.com
What is Greentree Financial Group's Revenue?
Greentree Financial Group's revenue is <$5 Million
What is Greentree Financial Group's SIC code?
Greentree Financial Group's SIC: 62,628
What is Greentree Financial Group's NAICS code?
Greentree Financial Group's NAICS: 52,523
How many employees does Greentree Financial Group have?
Greentree Financial Group has 1-10 employees
What industry does Greentree Financial Group belong to?
Greentree Financial Group is in the industry of: Finance, Securities Trading
What is Greentree Financial Group competition?
Greentree Financial Group top competitors include: Lane Capital Markets, Bryant Park Capital, PPAC Advisors, Aspenwood Capital
What technology does Greentree Financial Group use?
Some of the popular technologies that Greentree Financial Group uses are: Stripe Checkout, WooCommerce, WordPress.org, PHP
How do I contact Greentree Financial Group?
Greentree Financial Group contact info: Phone number: (704) 892-8733 Website: www.gtfinancial.com
What does Greentree Financial Group do?

Greentree Financial Group is a financial advisory and consulting firm that specializes in IPO consulting and SEC compliance for high-growth companies. Founded in 1999, the firm offers tailored strategies to help clients navigate the complexities of public listings and ongoing compliance requirements in the U.S. capital markets. With over two decade... s of experience, Greentree is committed to building long-term partnerships, evidenced by a high client renewal rate of over 90%. Their personalized approach ensures that each client's unique needs are met, fostering trust and satisfaction throughout the process.Read More

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

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