Hendershott Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
2025 Gateway Pl Ste 405, San Jose, Calif...Phone Number
(877) 569-5508Website
www.hilaryhendershott.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
1
1
1
1
1
About Hendershott Wealth Management
Hendershott Wealth Management is a financial advisory firm specializing in wealth management services for women, particularly focusing on high-net-worth clients. Their comprehensive offerings include investment management, tax planning, estate planning, and retirement income generation, with a commitment to empowering clients through financial literacy. The firm operates virtually across the United States, providing personalized and fiduciary services designed to help women thrive financially. They prioritize building strong relationships with clients to create tailored financial plans that adapt to life's milestones.Explore more
Hendershott Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Hendershott Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Hendershott Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Hendershott Wealth Management.
Hendershott Wealth Management Tech Stack
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Hendershott Wealth Management is a financial advisory firm specializing in wealth management services for women, particularly focusing on high-net-worth clients. Their comprehensive offerings include investment management, tax planning, estate planning, and retirement income generation, with a commitment to empowering clients through financial lite... Read More
