Mark Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

10201 Phar Lap Dr, Cupertino, California...

Phone Number

(408) 252-8295

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Mark Financial

Mark Financial is dedicated to assisting clients in all aspects of their financial lives, aiming to provide comprehensive and personalized services that foster financial security and independence. The firm offers a wide range of services including retirement planning, investment management, estate planning, insurance, tax assistance, and lifestyle financial advice. Clients benefit from the collective expertise of a diverse team committed to achieving their financial goals. Mark Financial is focused on building strong partnerships with clients through a no-obligation consultation process.Explore more
Mark Financial's Social MediaPopular SearchesMark FinancialSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mark Financial

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MM
Michael MassengaleCertified Financial Planner & Professional
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
KM
Kaleigh McGonegleAdministrative Manager & Client Liaison
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
2010
ML
Megan LacroixDirector, Marketing & Development
<$5M
1-10
Private
-
-
SA
Scott AlfordPresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Mark Financial Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Mark Financial

What is Mark Financial's official website?
Mark Financial's official website is www.markfinancialca.com
What is Mark Financial's Revenue?
Mark Financial's revenue is <$5 Million
What is Mark Financial's SIC code?
Mark Financial's SIC: 62,628
What is Mark Financial's NAICS code?
Mark Financial's NAICS: 52,523
How many employees does Mark Financial have?
Mark Financial has 1-10 employees
What industry does Mark Financial belong to?
Mark Financial is in the industry of: Finance, Insurance, Securities Trading
What is Mark Financial competition?
Mark Financial top competitors include: Behrens Financial, Henkels Financial, Alford Financial, Massengale Wealth Management
What technology does Mark Financial use?
Some of the popular technologies that Mark Financial uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Google Tag Manager
How do I contact Mark Financial?
Mark Financial contact info: Phone number: (408) 252-8295 Website: www.markfinancialca.com
What does Mark Financial do?

Mark Financial is dedicated to assisting clients in all aspects of their financial lives, aiming to provide comprehensive and personalized services that foster financial security and independence. The firm offers a wide range of services including retirement planning, investment management, estate planning, insurance, tax assistance, and lifestyle... financial advice. Clients benefit from the collective expertise of a diverse team committed to achieving their financial goals. Mark Financial is focused on building strong partnerships with clients through a no-obligation consultation process.Read More

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

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