Maven Financial
Finance · Texas, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
5005 Lyndon B Johnson Fwy Ste 1600, Dall...Website
www.mavenplanning.comRevenue
$6 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
1
1
1
1
About Maven Financial
Maven Financial, based in Dallas, TX, specializes in holistic financial planning and offers a range of services including insurance and investment accounts. The firm is led by Vicky Staudinger, a licensed financial advisor associated with Eagle Strategies LLC and New York Life Insurance Company. Their target clients include individuals seeking comprehensive wealth management, preservation, and distribution strategies. Maven Financial emphasizes creative financial and tax strategies to help clients achieve their financial goals.Explore more
Maven Financial Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Maven Financial your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Maven Financial, which may be a good buyer, showed buying intent in Masked Content Topic
Click to see if Maven Financial had a recent Job posting/layoffs
Check if Maven Financial has recently received funding, and reach out quickly before it becomes old news!
Funding: Get notified immidiatlly once Maven Financial has new funding data
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Congratulate Masked Content for being promoted to Masked Content at Maven Financial
Check out if Maven Financial is spiking on competitors!
Website visits: Recent activity has been detected on your website
Earning: See what the market has to say on Maven Financial recently announced quarterly report
Product Launch: Get notified when Maven Financial launches new products
Recommended Actions
Reach out to Masked Content who joined Maven Financial as Masked Content
Find 3 more new buyers
Compare Similar Companies to Maven Financial
Compare insights from companies similar to Maven Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
-
PM
Peter MorinYork Life Insurance Company) Agent & Registered Representative (Nylife Securities Llc) & Financial Advisor (Eagle Strategies Llc)
Company Profile Activity
Activity Insights
Maven Financial is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Maven Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Maven Financial.
Maven Financial Tech Stack
A closer look at the technologies used by Maven Financial
See more technologies
Maven Financial News & Media
Read more news
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Maven Financial
Sign Up For FreeTo access detailed company insights
Maven Financial, based in Dallas, TX, specializes in holistic financial planning and offers a range of services including insurance and investment accounts. The firm is led by Vicky Staudinger, a licensed financial advisor associated with Eagle Strategies LLC and New York Life Insurance Company. Their target clients include individuals seeking comp... Read More
