Mappa Wealth Management
Finance · Illinois, United States · 11-50 Employees
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Overview
Headquarters
400 Skokie Blvd Ste 550, Northbrook, Ill...Phone Number
(847) 262-3030Website
www.mappawm.comRevenue
$5.3 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Mappa Wealth Management
Mappa Wealth Management provides comprehensive wealth management and retirement strategies tailored for individuals, families, and business owners. The firm focuses on helping clients achieve their financial goals through proactive, personal guidance and a unique concierge service. With a commitment to excellence and client service since 1989, Mappa Wealth Management emphasizes strong relationships and community involvement. Their services include investment management, retirement planning, and financial advice, supported by an all-in-one platform called AdviceWorks.Explore more
Mappa Wealth Management Org Chart
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Company Profile Activity
Activity Insights
Mappa Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Mappa Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mappa Wealth Management.
Mappa Wealth Management Tech Stack
A closer look at the technologies used by Mappa Wealth Management
Most Recent Scoops
Pain Point
A front-line source in financial planning has indicated that the organization is experiencing challenges related to asset management.
Asset Management, Financial Planning
Pain Point
Project
A front-line source in financial planning has indicated that the organization is planning to remediate challenges related to investor relation research. Mappa Wealth Management is currently evaluating vendors to support these efforts. The organization will be increasing investments within the next six months.
Spending/Investment, Research & Development, Financial Planning, Search
Pain Point
A front-line source in financial planning has indicated that the organization is experiencing challenges related to financial reporting.
Financial Planning
Project
A front-line source in financial planning has indicated that the organization is planning to begin initiatives related to data storage & management within three months. Mappa Wealth Management is currently evaluating vendors to support these efforts. The organization is seeking a reliable backup solution. The organization is considering the use of a contingent workforce to support these efforts.
Storage, Data Management, Contingent Workforce, Financial Planning, Backup
Project
Spending/Investment, Contingent Workforce, Financial Planning, Compliance
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Frequently Asked Questions Regarding Mappa Wealth Management
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Mappa Wealth Management provides comprehensive wealth management and retirement strategies tailored for individuals, families, and business owners. The firm focuses on helping clients achieve their financial goals through proactive, personal guidance and a unique concierge service. With a commitment to excellence and client service since 1989, Mapp... Read More
