Gregory J Schwartz
Highly Engaged Employees
Highly Engaged EmployeesFinance · Michigan, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
3707 W Maple Rd Ste 201, Bloomfield Hill...Phone Number
(248) 644-2701Website
www.gjsco.comRevenue
$7.3 MillionIndustry
ZI Rank: 3
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
3
About Gregory J Schwartz
Gregory J. Schwartz & Co., Inc. is a financial services firm that specializes in providing retirement plan consultative services, customized wealth management, and investment banking services. The company serves a diverse clientele, including large institutions, individuals, families, and business owners, leveraging a combination of boutique service and the resources of larger firms. With a commitment to skill, responsibility, and integrity, Schwartz & Co. aims to help clients achieve their financial goals through personalized advice and expertise. Their distinguished history and family values underpin their approach to client relationships and investment strategies.Explore more
Gregory J Schwartz Org Chart
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 Gregory J Schwartz your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Gregory J Schwartz, which may be a good buyer, showed buying intent in Masked Content Topic
Product Launch: Get notified when Gregory J Schwartz launches new products
Click to see if Gregory J Schwartz had a recent Job posting/layoffs
Check if Gregory J Schwartz has recently received funding, and reach out quickly before it becomes old news!
Congratulate Masked Content for being promoted to Masked Content at Gregory J Schwartz
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Earning: See what the market has to say on Gregory J Schwartz recently announced quarterly report
Check out if Gregory J Schwartz is spiking on competitors!
Funding: Get notified immidiatlly once Gregory J Schwartz has new funding data
Website visits: Recent activity has been detected on your website
Recommended Actions
Reach out to Masked Content who joined Gregory J Schwartz as Masked Content
Find 3 more new buyers
Compare Similar Companies to Gregory J Schwartz
Compare insights from companies similar to Gregory J Schwartz, 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
Company Profile Activity
Activity Insights
Gregory J Schwartz is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Gregory J Schwartz is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Gregory J Schwartz.
Gregory J Schwartz financials insights
Gather financial insights about Gregory J Schwartz, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Gregory J Schwartz Tech Stack
A closer look at the technologies used by Gregory J Schwartz
Most Recent Scoops
Project
A mid-level source in financial planning has indicated that the organization is in the midst of initiatives related to financial data compliance. Gregory J. Schwartz is currently evaluating vendors to support these efforts. The organization is interested in CircleBlack solutions.
Financial Planning, Compliance
Project
A mid-level source in financial planning has indicated that the organization is in the midst of initiatives related to customer relationship management (CRM). Gregory J. Schwartz is currently evaluating vendors to support these efforts. The organization is interested in Redtail Technology as a part of these initiatives.
CRM, Financial Planning
Project
A mid-level source in financial planning has indicated that the organization is in the midst of initiatives related to commission systems. Gregory J. Schwartz is currently evaluating vendors to support these efforts. The organization is interested in Billfin solutions as a part of these initiatives.
Financial Planning, Financial Systems, Sales Development
Funding
Top Finance Companies
Top companies in Australia by revenue
Frequently Asked Questions Regarding Gregory J Schwartz
Sign Up For FreeTo access detailed company insights
Gregory J. Schwartz & Co., Inc. is a financial services firm that specializes in providing retirement plan consultative services, customized wealth management, and investment banking services. The company serves a diverse clientele, including large institutions, individuals, families, and business owners, leveraging a combination of boutique servic... Read More
