Mainsail Financial Group

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

11245 SE 6th St Ste 230, Bellevue, Washi...

Phone Number

(425) 502-7693

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Mainsail Financial Group

Mainsail Financial Group provides comprehensive financial planning services, including wealth management, estate planning, and asset management, primarily targeting retirement-age individuals and families in the Bellevue, WA, and Eugene, OR areas. The firm prides itself on being fee-only advisors, ensuring transparent pricing and a commitment to clients' best interests without hidden incentives. Their approach emphasizes goal-based planning and building long-lasting relationships as trusted fiduciary advisors. Mainsail Financial Group aims to help clients achieve long-term security and a comfortable lifestyle through proactive and tailored financial strategies.Explore more
Mainsail Financial Group's Social MediaPopular SearchesMainsail Financial GroupMainsail Financial Group LLCSIC Code 62,628NAICS Code 52,523Show more

Mainsail Financial Group Org Chart

BS
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Founder & Chief Executive Officer

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President & Real Estate Broker

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mainsail Financial Group

<$5M
11-50
Private
-
-
BS
Brandon SteeleFounder & CEO
$7.5M
11-50
Private
-
2021
LD
Leanne DraytonChief Compliance Officer
<$5M
11-50
Private
-
2013
PC
Poonnasa CornChief Operating Officer
<$5M
1-10
Private
-
2016
TM
Tina MattinglyVice President Director of Operations
<$5M
1-10
Private
-
2000
ES
Edward SnyderCo-Founder & President
<$5M
1-10
Private
<$5M
2013
DN
Danielle NodayDirector, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Mainsail Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Mainsail Financial Group Tech Stack

A closer look at the technologies used by Mainsail Financial Group

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Frequently Asked Questions Regarding Mainsail Financial Group

What is Mainsail Financial Group's official website?
Mainsail Financial Group's official website is www.mainsailfg.com
What is Mainsail Financial Group's Revenue?
Mainsail Financial Group's revenue is <$5 Million
What is Mainsail Financial Group's SIC code?
Mainsail Financial Group's SIC: 62,628
What is Mainsail Financial Group's NAICS code?
Mainsail Financial Group's NAICS: 52,523
How many employees does Mainsail Financial Group have?
Mainsail Financial Group has 11-50 employees
What industry does Mainsail Financial Group belong to?
Mainsail Financial Group is in the industry of: Finance, Securities Trading
What is Mainsail Financial Group competition?
Mainsail Financial Group top competitors include: Oaktree Financial Advisors, Pathway Investment Group, Covenant Wealth Advisors, Compass Retirement Solutions
What technology does Mainsail Financial Group use?
Some of the popular technologies that Mainsail Financial Group uses are: DocuSign, Google Universal Analytics, Squarespace Online Stores, Embedly
How do I contact Mainsail Financial Group?
Mainsail Financial Group contact info: Phone number: (425) 502-7693 Website: www.mainsailfg.com
What does Mainsail Financial Group do?

Mainsail Financial Group provides comprehensive financial planning services, including wealth management, estate planning, and asset management, primarily targeting retirement-age individuals and families in the Bellevue, WA, and Eugene, OR areas. The firm prides itself on being fee-only advisors, ensuring transparent pricing and a commitment to cl... ients' best interests without hidden incentives. Their approach emphasizes goal-based planning and building long-lasting relationships as trusted fiduciary advisors. Mainsail Financial Group aims to help clients achieve long-term security and a comfortable lifestyle through proactive and tailored financial strategies.Read More

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

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