Holdun

Finance · United States · 11-50 Employees

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Overview

Headquarters

United States

Revenue

$7.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
1
1
1
1
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1

About Holdun

Holdun Funds is a 5th generation family office that specializes in wealth management and financial services for families and businesses. They offer a comprehensive approach to wealth management that includes investment, tax optimization, and succession planning tailored to individual needs. Their services also provide access to exclusive private investment opportunities and alternative assets to enhance portfolio diversification. Holdun is dedicated to aligning their interests with clients by investing their own capital first, ensuring a strong commitment to safeguarding client investments.Explore more
Holdun's Social MediaPopular SearchesHoldunHoldun Investment PartnersSIC Code 62,628NAICS Code 52,523Show more

Holdun Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Holdun

$7.3M
11-50
Private
-
-
$6M
11-50
Private
-
-
RM
Ronald MathisonPresident, CEO
<$5M
11-50
Private
-
2009
N/A
<$5M
11-50
Private
-
2003
SA
Sabinah AmershiVice President
<$5M
1-10
Private
-
1996
DZ
Debbie ZimmermanAssociate Director
<$5M
11-50
Private
<$5M
2011
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Holdun Tech Stack

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Frequently Asked Questions Regarding Holdun

What is Holdun's official website?
Holdun's official website is www.holdun.com
What is Holdun's Revenue?
Holdun's revenue is $7.3 Million
What is Holdun's SIC code?
Holdun's SIC: 62,628
What is Holdun's NAICS code?
Holdun's NAICS: 52,523
How many employees does Holdun have?
Holdun has 11-50 employees
What industry does Holdun belong to?
Holdun is in the industry of: Finance, Securities Trading
What is Holdun competition?
Holdun top competitors include: ShariaPortfolio Canada, Truelight Energy, Illinois Metropolitan Investment Fund, Matco Financial
What technology does Holdun use?
Some of the popular technologies that Holdun uses are: WooCommerce, WordPress.org, PHP, Google Universal Analytics
What does Holdun do?

Holdun Funds is a 5th generation family office that specializes in wealth management and financial services for families and businesses. They offer a comprehensive approach to wealth management that includes investment, tax optimization, and succession planning tailored to individual needs. Their services also provide access to exclusive private in... vestment opportunities and alternative assets to enhance portfolio diversification. Holdun is dedicated to aligning their interests with clients by investing their own capital first, ensuring a strong commitment to safeguarding client investments.Read More

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

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