Isthmus Partners

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

1 S Pinckney St Ste 818, Madison, Wiscon...

Phone Number

(608) 729-0949

Revenue

$6.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Isthmus Partners

Isthmus Partners is a financial services firm based in Madison, Wisconsin, specializing in tailored investment management and financial planning solutions. They serve a diverse clientele, including individuals, families, and institutional investors, focusing on long-term performance and client trust. The firm offers various investment strategies, including Large Cap Core and Small-Mid Cap Core equity options, and emphasizes a disciplined and transparent investment process. Their mission is to enhance the financial outcomes of their clients through dedicated service and expert guidance.Explore more
Isthmus Partners's Social MediaPopular SearchesIsthmus Partners LLCIsthmus PartnersIsthmus LLCIsthmus Island Investments LLCaspxIsthmus Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Isthmus Partners Org Chart

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Chief Operating Officer

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Director, Trade Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Isthmus Partners

$6.6M
11-50
Private
-
2014
RC
Ryan CobbChief Operating Officer
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2009
RF
Rand FoltaPortfolio Manager
<$5M
1-10
Private
-
2009
DM
Dana MahoneyManager, Client Services
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
-
AK
Andrea KarkosFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Isthmus Partners Tech Stack

A closer look at the technologies used by Isthmus Partners

Most Recent Scoops

Facilities Relocation / Expansion
Isthmus Partners is planning to move offices in April 2025. The move will impact approximately 20 employees at the existing office located at 1 S Pinckney St, Suite #818, Madison, WI.
Facilities Relocation/Expansion
New Hire
Executive Move
Isthmus Partners has announced that Ryan Cobb has joined the organization as Chief Operating Officer.
Facilities Relocation / Expansion
Isthmus Partners is planning to move its offices in September 2023. The move will impact employees at their existing office located at 1 S Pinckney St, Suite #818, Madison, WI.
Facilities Relocation / Expansion
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Top Finance Companies

Frequently Asked Questions Regarding Isthmus Partners

What is Isthmus Partners's official website?
Isthmus Partners's official website is www.isthmuspartnersllc.com
What is Isthmus Partners's Revenue?
Isthmus Partners's revenue is $6.6 Million
What is Isthmus Partners's SIC code?
Isthmus Partners's SIC: 62,628
What is Isthmus Partners's NAICS code?
Isthmus Partners's NAICS: 52,523
How many employees does Isthmus Partners have?
Isthmus Partners has 11-50 employees
What industry does Isthmus Partners belong to?
Isthmus Partners is in the industry of: Finance, Securities Trading
What is Isthmus Partners competition?
Isthmus Partners top competitors include: Shorepoint Capital Partners, Eppolito Financial Strategies, Chronos Wealth Management, Pillar Wealth Management
What technology does Isthmus Partners use?
Some of the popular technologies that Isthmus Partners uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Isthmus Partners?
Isthmus Partners contact info: Phone number: (608) 729-0949 Website: www.isthmuspartnersllc.com
What does Isthmus Partners do?

Isthmus Partners is a financial services firm based in Madison, Wisconsin, specializing in tailored investment management and financial planning solutions. They serve a diverse clientele, including individuals, families, and institutional investors, focusing on long-term performance and client trust. The firm offers various investment strategies, i... ncluding Large Cap Core and Small-Mid Cap Core equity options, and emphasizes a disciplined and transparent investment process. Their mission is to enhance the financial outcomes of their clients through dedicated service and expert guidance.Read More

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

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