Innovate Financial

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

8120 Penn Ave S Ste 565, Bloomington, Mi...

Phone Number

(612) 824-1107

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Innovate Financial

Innovate Financial, Inc. specializes in financial planning for federal employees and their families, helping them maximize their benefits and achieve their retirement goals. Founded in 2007, the firm offers services such as investment management, retirement planning, and financial advice tailored to the unique needs of federal employees. With a focus on fiduciary standards, Innovate Financial partners with clients to provide personalized guidance and support throughout their financial journey. The company serves over 200 households and has trained over 6,000 federal employees, emphasizing a boutique approach to client relationships.Explore more
Innovate Financial's Social MediaPopular SearchesInnovate Financial IncInnovate FinancialInnovative Financial IncInnovate Financial Solutions LtdInnovative Financial SolutionsSIC Code 62,628NAICS Code 52,523Show more

Innovate Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Innovate Financial

<$5M
1-10
Private
-
2014
MN
Michael NakashimaPresident, Innovate Financial, Inc
<$5M
11-50
Private
-
-
SJ
Savana JordanRelationship Manager
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Innovate Financial Tech Stack

A closer look at the technologies used by Innovate Financial

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Frequently Asked Questions Regarding Innovate Financial

What is Innovate Financial's official website?
Innovate Financial's official website is www.innovatefinancial.com
What is Innovate Financial's Revenue?
Innovate Financial's revenue is <$5 Million
What is Innovate Financial's SIC code?
Innovate Financial's SIC: 62,628
What is Innovate Financial's NAICS code?
Innovate Financial's NAICS: 52,523
How many employees does Innovate Financial have?
Innovate Financial has 1-10 employees
What industry does Innovate Financial belong to?
Innovate Financial is in the industry of: Finance, Securities Trading
What is Innovate Financial competition?
Innovate Financial top competitors include: Cape Cod Wealth Strategies & Insurance Services, LifeWorth Financial, Focus Financial Network, Stockade Wealth Management
What technology does Innovate Financial use?
Some of the popular technologies that Innovate Financial uses are: Cloudflare Website Optimization, Smarsh, Datadog, Google Tag Manager
How do I contact Innovate Financial?
Innovate Financial contact info: Phone number: (612) 824-1107 Website: www.innovatefinancial.com
What does Innovate Financial do?

Innovate Financial, Inc. specializes in financial planning for federal employees and their families, helping them maximize their benefits and achieve their retirement goals. Founded in 2007, the firm offers services such as investment management, retirement planning, and financial advice tailored to the unique needs of federal employees. With a foc... us on fiduciary standards, Innovate Financial partners with clients to provide personalized guidance and support throughout their financial journey. The company serves over 200 households and has trained over 6,000 federal employees, emphasizing a boutique approach to client relationships.Read More

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

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