Levanto Financial

Financial Software · 1-10 Employees

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Overview

Phone Number

(248) 283-8775

Revenue

<$5 Million

Industry

Financial Software Software Business Services Project Management
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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Apr
May
ZI Rank
1
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About Levanto Financial

Levanto Financial was founded to fill a long-standing void in the personal finance industry and deliver a financial wellness solution that helps busy consumers manage their day-to-day financial activities. The company's unique positioning creates significant value for individuals, families, employers and financial services firms. The Levanto Financial Wellness Platform integrates proprietary software technology, third party web services, and proprietary workflow with coaches to deliver budgeting, benchmarking, best practices, context-specific content, account monitoring, bill-pay and other services in a highly secure and scalable manner.Explore more
Levanto Financial's Social MediaPopular Searcheslevanto financial IncLevanto FinancialLevantofinancialSIC Code 73,737NAICS Code 54,541Show more

Levanto Financial Org Chart

PhoneEmail
SM

Chief Financial Officer

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Levanto Financial

<$5M
1-10
Private
<$5M
2009
SM
Susan MunacoChief Financial Officer
<$5M
11-50
Private
-
2001
JL
Jennifer LovellCustomer Service Manager
<$5M
1-10
Private
-
2008
LS
Lisa StoneManaging Director, WestRiver Group
<$5M
1-10
Private
-
2010
SH
Sharon HarwellManager, Operations
<$5M
1-10
Private
-
2021
JW
James WymaFinancial Consulting Assistant
<$5M
1-10
Private
-
1993
EM
Elizabeth McClellanManager, Client Communications
<$5M
1-10
Private
-
-
Thomas Holliger, President & Manager, Private Wealth at Holliger Financial Consultants
Thomas HolligerPresident & Manager, Private Wealth
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Levanto Financial is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

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

Levanto Financial financials insights

Gather financial insights about Levanto Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2015

Private Equity

$1.6M

See All Levanto Financial's Financials Insights

Levanto Financial Tech Stack

Top Financial Software Companies

Frequently Asked Questions Regarding Levanto Financial

What is Levanto Financial's official website?
Levanto Financial's official website is www.levantofinancial.com
What is Levanto Financial's Revenue?
Levanto Financial's revenue is <$5 Million
What is Levanto Financial's SIC code?
Levanto Financial's SIC: 73,737
What is Levanto Financial's NAICS code?
Levanto Financial's NAICS: 54,541
How many employees does Levanto Financial have?
Levanto Financial has 1-10 employees
What industry does Levanto Financial belong to?
Levanto Financial is in the industry of: Financial Software, Software, Business Services
What is Levanto Financial competition?
Levanto Financial top competitors include: Investment Services Group, Durbin Bennett Private Wealth Management, Holliger Financial Consultants, Veritas Financial Consulting
What technology does Levanto Financial use?
Some of the popular technologies that Levanto Financial uses are: Cloudflare Website Optimization, Google Universal Analytics, Squarespace Online Stores, HubSpot
Who is the CFO of Levanto Financial?
Levanto Financial's CFO is Susan Munaco
How do I contact Levanto Financial?
Levanto Financial contact info: Phone number: (248) 283-8775 Website: www.levantofinancial.com
What does Levanto Financial do?

Levanto Financial was founded to fill a long-standing void in the personal finance industry and deliver a financial wellness solution that helps busy consumers manage their day-to-day financial activities. The company's unique positioning creates significant value for individuals, families, employers and financial services firms. The Levanto Financ... ial Wellness Platform integrates proprietary software technology, third party web services, and proprietary workflow with coaches to deliver budgeting, benchmarking, best practices, context-specific content, account monitoring, bill-pay and other services in a highly secure and scalable manner.Read More

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

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