Medallion Wealth Management
Finance · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
2605 Nicholson Rd Ste 2103, Sewickley, P...Phone Number
(724) 934-8600Website
www.medallion-wealth.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
2
About Medallion Wealth Management
Medallion Wealth Management is dedicated to achieving, enhancing, and preserving the wealth of its clients. The firm manages investment portfolios for individuals, not-for-profits, pension and profit-sharing plans, as well as employer-sponsored 401(k) and 403(b) plans. With a strong focus on due diligence and an established investment process, they offer a variety of comprehensive portfolio options tailored to meet client objectives. Their services are intended for clients residing in specific states across the U.S.Explore more
Medallion Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Medallion Wealth Manageme...
<$5M
11-50
Private
<$5M
1999
AH
Anna HaneyVice President, Director of Operations, OSJ
Company Profile Activity
Activity Insights
Medallion Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Medallion Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Medallion Wealth Management.
Medallion Wealth Management financials insights
Gather financial insights about Medallion Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Medallion Wealth Management Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
Medallion Wealth Management is planning to move its offices in July 2024. The move will impact approximately 10 employees at their existing office located at 2605 Nicholson Rd, Suite #2103, Sewickley, PA.
Mergers & Acquisitions (M&A)
Funding
Medallion Wealth Management has received an SBA PPP loan for $150,000 from First National Bank of Pennsylvania, supporting the retention of 12 jobs.
Funding
Medallion Wealth Management News & Media
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Frequently Asked Questions Regarding Medallion Wealth Management
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Medallion Wealth Management is dedicated to achieving, enhancing, and preserving the wealth of its clients. The firm manages investment portfolios for individuals, not-for-profits, pension and profit-sharing plans, as well as employer-sponsored 401(k) and 403(b) plans. With a strong focus on due diligence and an established investment process, they... Read More
