Leap Wealth Management
Finance · Texas, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
8604 Greenville Ave Ste A, Dallas, Texas...Phone Number
(214) 420-7441Website
www.leapwealthmanagement.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
1
1
1
1
About Leap Wealth Management
Leap Wealth Management offers an unusual breadth of financial experience, the convenience of a full-service financial resource, and the benefits of an independent investment firm. Our firm was founded by Chris Leap, CFP®, who has 22 years of experience in financial planning and asset management. Before starting our firm, Mr. Leap was a senior financial adviser at Ameriprise Financial Inc., where he provided financial planning and wealth management services and also trained new financial professionals. He joined American Express Financial Advisors Inc., Ameriprise's predecessor company, after graduating with a BA from the University of Oklahoma and teaching tennis in East Hampton and Palm Beach. Mr. Leap received the Certified Financial Planner designation in 2010 and was named one of the top financial advisers in the Dallas-Fort Worth region by D Magazine for a third time in 2013. He is married with four children and lives in Dallas.Explore more
Leap Wealth Management Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Leap Wealth Management your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Product Launch: Get notified when Leap Wealth Management launches new products
Earning: See what the market has to say on Leap Wealth Management recently announced quarterly report
Leap Wealth Management, which may be a good buyer, showed buying intent in Masked Content Topic
Check if Leap Wealth Management has recently received funding, and reach out quickly before it becomes old news!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Click to see if Leap Wealth Management had a recent Job posting/layoffs
Congratulate Masked Content for being promoted to Masked Content at Leap Wealth Management
Website visits: Recent activity has been detected on your website
Check out if Leap Wealth Management is spiking on competitors!
Funding: Get notified immidiatlly once Leap Wealth Management has new funding data
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 2 more new buyers
Compare Similar Companies to Leap Wealth Management
Compare insights from companies similar to Leap Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Leap Wealth Management
<$5M
1-10
Private
-
2010
MM
Mike McLainSenior Wealth Advisor & Director, Institutional Services
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Leap Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Leap Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Leap Wealth Management.
Leap Wealth Management Tech Stack
A closer look at the technologies used by Leap Wealth Management
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Leap Wealth Management
Sign Up For FreeTo access detailed company insights
Leap Wealth Management offers an unusual breadth of financial experience, the convenience of a full-service financial resource, and the benefits of an independent investment firm. Our firm was founded by Chris Leap, CFP®, who has 22 years of experience in financial planning and asset management. Before starting our firm, Mr. Leap was a senior finan... Read More
