MapleCross Wealth Management

Finance · Tennessee, United States · 1-10 Employees

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Overview

Headquarters

480 Neal St Ste 101, Cookeville, Tenness...

Phone Number

(931) 526-0777

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About MapleCross Wealth Management

MapleCross Wealth Management, LLC offers independent wealth management and retirement planning solutions tailored for individuals, families, and businesses across the United States. Their services include private wealth management, asset management, estate planning, college planning, risk management, and workplace benefits. The company emphasizes building relationships over transactions, providing personalized financial advice and solutions. With a focus on creating tax-efficient plans and managing assets, they aim to help clients achieve their financial goals.Explore more
MapleCross Wealth Management's Social MediaPopular SearchesMaplecross Wealth Management LLCCommonwealth FinancialMaplecross Wealth ManagementMaplecross WealthSIC Code 62,628NAICS Code 52,523Show more

MapleCross Wealth Management Org Chart

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Client Associate

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

MapleCross Wealth Managem...

<$5M
1-10
Private
-
2011
SH
Sandy HerrenClient Associate
$5.7M
11-50
Private
<$5M
2004
<$5M
11-50
Private
-
2013
PC
Poonnasa CornChief Operating Officer
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
-
PS
Paul SantanielloPresident & Owner
<$5M
1-10
Private
-
1986
John Heeckt, President at Financial Sources
John HeecktPresident
<$5M
1-10
Private
-
2020
AT
Ashley TateDirector, Client Experience & Operations Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

MapleCross Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

MapleCross Wealth Management Tech Stack

A closer look at the technologies used by MapleCross Wealth Management

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Frequently Asked Questions Regarding MapleCross Wealth Management

What is MapleCross Wealth Management's official website?
MapleCross Wealth Management's official website is www.maplecross.com
What is MapleCross Wealth Management's Revenue?
MapleCross Wealth Management's revenue is <$5 Million
What is MapleCross Wealth Management's SIC code?
MapleCross Wealth Management's SIC: 62,628
What is MapleCross Wealth Management's NAICS code?
MapleCross Wealth Management's NAICS: 52,523
How many employees does MapleCross Wealth Management have?
MapleCross Wealth Management has 1-10 employees
What industry does MapleCross Wealth Management belong to?
MapleCross Wealth Management is in the industry of: Finance, Securities Trading
What is MapleCross Wealth Management competition?
MapleCross Wealth Management top competitors include: CBD Wealth, Natoli Wealth Management, Compass Retirement Solutions, Financial Sources
What technology does MapleCross Wealth Management use?
Some of the popular technologies that MapleCross Wealth Management uses are: DocuSign, Cloudflare Website Optimization, Google Font API, Google Tag Manager
How do I contact MapleCross Wealth Management?
MapleCross Wealth Management contact info: Phone number: (931) 526-0777 Website: www.maplecross.com
What does MapleCross Wealth Management do?

MapleCross Wealth Management, LLC offers independent wealth management and retirement planning solutions tailored for individuals, families, and businesses across the United States. Their services include private wealth management, asset management, estate planning, college planning, risk management, and workplace benefits. The company emphasizes b... uilding relationships over transactions, providing personalized financial advice and solutions. With a focus on creating tax-efficient plans and managing assets, they aim to help clients achieve their financial goals.Read More

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

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