Marble Trail Financial

Finance · Vermont, United States · 11-50 Employees

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Overview

Headquarters

693 5 Court St Fl 2, Middlebury, Vermont...

Phone Number

(802) 388-6300

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Accounting for Legal Practices
ZI Rank: 2
Signal Type
Jan
Feb
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May
Jun
ZI Rank
1
2
2
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1
2

About Marble Trail Financial

Marble Trail Financial is an investment advisory and accounting firm that assists individuals, families, and businesses in achieving their financial goals through a holistic and personalized approach. They offer a range of services including financial planning, investment management, tax planning and preparation, and business planning and bookkeeping. The firm is committed to providing independent and objective financial services with integrity, ensuring clients receive tailored strategies to manage and grow their financial resources. Their mission is to empower clients with the tools needed to focus on their goals while simplifying their financial lives.Explore more
Marble Trail Financial's Social MediaPopular SearchesMarble Trail FinancialAddison AdvisorsAddison Advisors LLCMarble TrailMarble Trail AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Marble Trail Financial Org Chart

PhoneEmail
KM
United States flag for contact location.

Director, Client Services

PhoneEmail

PhoneEmail
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Compare insights from companies similar to Marble Trail Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Marble Trail Financial

<$5M
11-50
Private
-
2010
KM
Kerry MulcahyDirector, Client Services
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2013
KR
Karla RichkardayOffice Manager
<$5M
1-10
Private
-
2012
<$5M
11-50
Private
-
-
NB
Norma BuckleyOwner and Manager
<$5M
1-10
Private
-
2002
DG
Ddban GalaArea Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Marble Trail Financial Tech Stack

A closer look at the technologies used by Marble Trail Financial

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Frequently Asked Questions Regarding Marble Trail Financial

What is Marble Trail Financial's official website?
Marble Trail Financial's official website is www.marbletrail.com
What is Marble Trail Financial's Revenue?
Marble Trail Financial's revenue is <$5 Million
What is Marble Trail Financial's SIC code?
Marble Trail Financial's SIC: 62,628
What is Marble Trail Financial's NAICS code?
Marble Trail Financial's NAICS: 52,523
How many employees does Marble Trail Financial have?
Marble Trail Financial has 11-50 employees
What industry does Marble Trail Financial belong to?
Marble Trail Financial is in the industry of: Finance, Business Services, Securities Trading
What is Marble Trail Financial competition?
Marble Trail Financial top competitors include: Cerda Munoz Advisors, Buckley Investment Group, Free Financial, Sorum Financial
What technology does Marble Trail Financial use?
Some of the popular technologies that Marble Trail Financial uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Sectigo
How do I contact Marble Trail Financial?
Marble Trail Financial contact info: Phone number: (802) 388-6300 Website: www.marbletrail.com
What does Marble Trail Financial do?

Marble Trail Financial is an investment advisory and accounting firm that assists individuals, families, and businesses in achieving their financial goals through a holistic and personalized approach. They offer a range of services including financial planning, investment management, tax planning and preparation, and business planning and bookkeepi... ng. The firm is committed to providing independent and objective financial services with integrity, ensuring clients receive tailored strategies to manage and grow their financial resources. Their mission is to empower clients with the tools needed to focus on their goals while simplifying their financial lives.Read More

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

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