Katapult Wealth Partners

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

PO Box 260329, Plano, Texas, 75026, Unit...

Revenue

<$5 Million

Industry

Finance Securities Trading

About Katapult Wealth Partners

Katapult Wealth Partners is a father-and-son wealth management firm based in Plano, TX, specializing in tax-focused financial planning since 1984. The firm emphasizes the importance of tax efficiency in financial planning, ensuring that tax considerations are integrated into every aspect of their clients' plans. They offer a range of services including wealth development, preservation, family protection, estate planning, and business planning, tailored for both personal and business clients. With a commitment to high-touch, independent service, Katapult Wealth Partners provides a coordinated approach to financial planning that adapts to changing tax laws and life circumstances.Explore more
Katapult Wealth Partners's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Katapult Wealth Partners Org Chart

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DS
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Managing Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Katapult Wealth Partners

<$5M
1-10
Private
-
2020
DS
David ShillManaging Partner
<$5M
1-10
Private
-
2021
DC
DeAndre CokeFounder & CEO
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Katapult Wealth Partners Tech Stack

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Frequently Asked Questions Regarding Katapult Wealth Partners

What is Katapult Wealth Partners's official website?
Katapult Wealth Partners's official website is www.katapultwealth.com
What is Katapult Wealth Partners's Revenue?
Katapult Wealth Partners's revenue is <$5 Million
What is Katapult Wealth Partners's SIC code?
Katapult Wealth Partners's SIC: 62,628
What is Katapult Wealth Partners's NAICS code?
Katapult Wealth Partners's NAICS: 52,523
How many employees does Katapult Wealth Partners have?
Katapult Wealth Partners has 1-10 employees
What industry does Katapult Wealth Partners belong to?
Katapult Wealth Partners is in the industry of: Finance, Securities Trading
What is Katapult Wealth Partners competition?
Katapult Wealth Partners top competitors include: Heritage Wealth Management Group, Truicity Wealth Management
What technology does Katapult Wealth Partners use?
Some of the popular technologies that Katapult Wealth Partners uses are: Cloudflare Website Optimization, Google Cloud DNS, Google Cloud Web Serving, Google Cloud Platform
What does Katapult Wealth Partners do?

Katapult Wealth Partners is a father-and-son wealth management firm based in Plano, TX, specializing in tax-focused financial planning since 1984. The firm emphasizes the importance of tax efficiency in financial planning, ensuring that tax considerations are integrated into every aspect of their clients' plans. They offer a range of services inclu... ding wealth development, preservation, family protection, estate planning, and business planning, tailored for both personal and business clients. With a commitment to high-touch, independent service, Katapult Wealth Partners provides a coordinated approach to financial planning that adapts to changing tax laws and life circumstances.Read More

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

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