Liquid Capital

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

690 Main St, Norwell, Massachusetts, 020...

Phone Number

(781) 659-7896

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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May
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ZI Rank
1
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1
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1

About Liquid Capital

Liquid Capital, Inc. offers tailored wealth management solutions specifically designed for families, entrepreneurs, and healthcare professionals. Their services include holistic life planning, investment management, tax management, retirement planning, and estate planning, all delivered with a custom, hands-on approach. The firm emphasizes a white-glove service model, fostering strong client-advisor relationships to navigate the complexities of wealth management. With a commitment to discipline and ongoing monitoring, Liquid Capital aims to support clients in their financial journeys.Explore more
Liquid Capital's Social MediaPopular SearchesLiquid CapitalLIQUID CAPITAL IncLIQUID COMMERCE Inc690 Main Strt LLC690 Main Street LLCSIC Code 62,628NAICS Code 52,523Show more

Liquid Capital Org Chart

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CL
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Liquid Capital

<$5M
1-10
Private
-
2006
CL
Christine LoganOffice Manager
<$5M
1-10
Private
-
2002
ZD
Zachary DuncanDeputy Chief Financial Officer
<$5M
11-50
Private
<$5M
2001
DC
Donald CullenChief Financial Officer & Manager, Tax
<$5M
1-10
Private
-
2023
JP
John PotterManaging Partner, Financial Advisor
<$5M
1-10
Private
-
1999
DM
Douglas MaviliaFounding Partner
<$5M
1-10
Private
-
2014
NF
Nicole FrancisFinancial Advisor
<$5M
1-10
Private
-
2020
AT
Ashley TateDirector, Client Experience & Operations Specialist
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Liquid Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Liquid Capital Tech Stack

A closer look at the technologies used by Liquid Capital

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Frequently Asked Questions Regarding Liquid Capital

What is Liquid Capital's official website?
Liquid Capital's official website is www.liquidcapitalinc.com
What is Liquid Capital's Revenue?
Liquid Capital's revenue is <$5 Million
What is Liquid Capital's SIC code?
Liquid Capital's SIC: 62,628
What is Liquid Capital's NAICS code?
Liquid Capital's NAICS: 52,523
How many employees does Liquid Capital have?
Liquid Capital has 1-10 employees
What industry does Liquid Capital belong to?
Liquid Capital is in the industry of: Finance, Securities Trading
What is Liquid Capital competition?
Liquid Capital top competitors include: Duncan Financial Group, Natoli Wealth Management, Financial Foundations, Hudson Advisory Group
What technology does Liquid Capital use?
Some of the popular technologies that Liquid Capital uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
How do I contact Liquid Capital?
Liquid Capital contact info: Phone number: (781) 659-7896 Website: www.liquidcapitalinc.com
What does Liquid Capital do?

Liquid Capital, Inc. offers tailored wealth management solutions specifically designed for families, entrepreneurs, and healthcare professionals. Their services include holistic life planning, investment management, tax management, retirement planning, and estate planning, all delivered with a custom, hands-on approach. The firm emphasizes a white-... glove service model, fostering strong client-advisor relationships to navigate the complexities of wealth management. With a commitment to discipline and ongoing monitoring, Liquid Capital aims to support clients in their financial journeys.Read More

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

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