Lanai Financial Solutions
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
627 Gilroy Dr, Capitola, California, 950...Phone Number
(831) 476-7300Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
About Lanai Financial Solutions
Lanai Financial Solutions is an independently owned financial services firm based in Capitola, serving the Capitola and Santa Cruz County areas with over 10 years of personalized service. The firm specializes in financial planning, retirement, and investment services, focusing on building long-term relationships with clients to better understand their personal and financial situations. Their thoughtful approach aims to help clients navigate financial challenges and achieve their goals. Lanai Financial Solutions is committed to providing independent financial advice tailored to the unique needs of each client.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Lanai Financial Solutions
<$5M
1-10
Private
-
2014
N/A
Company Profile Activity
Activity Insights
Lanai Financial Solutions is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Lanai Financial Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lanai Financial Solutions.
Lanai Financial Solutions Tech Stack
A closer look at the technologies used by Lanai Financial Solutions
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Lanai Financial Solutions is an independently owned financial services firm based in Capitola, serving the Capitola and Santa Cruz County areas with over 10 years of personalized service. The firm specializes in financial planning, retirement, and investment services, focusing on building long-term relationships with clients to better understand th... Read More
