Navigen

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

2300 Riverside Dr, Green Bay, Wisconsin,...

Phone Number

(920) 676-3334

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Navigen

Navigen Wealth Management is a financial planning partner located in Green Bay and Sheboygan, Wisconsin, as well as Cape Coral, Florida. The company offers comprehensive wealth management, financial planning, and tax planning services tailored to clients across all generations. They emphasize a holistic approach to financial life, aligning their interests with those of their clients and focusing on optimal solutions. Their target clients range from young adults to seniors, ensuring support at each stage of life.Explore more
Navigen's Social MediaPopular SearchesNavigen LLCNavigen Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Navigen Org Chart

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Senior Manager, Wealth

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Compare Similar Companies to Navigen

Compare insights from companies similar to Navigen, 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

Navigen

<$5M
1-10
Private
-
-
BN
Bradley NagelSenior Manager, Wealth
<$5M
11-50
Private
-
2015
BS
Brian SeigelDirector, Advanced Planning
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
CW
Christopher WarberWealth Management Advisor
<$5M
1-10
Private
-
2001
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Navigen Tech Stack

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Frequently Asked Questions Regarding Navigen

What is Navigen's official website?
Navigen's official website is www.navigenwealth.com
What is Navigen's Revenue?
Navigen's revenue is <$5 Million
What is Navigen's SIC code?
Navigen's SIC: 62,628
What is Navigen's NAICS code?
Navigen's NAICS: 52,523
How many employees does Navigen have?
Navigen has 1-10 employees
What industry does Navigen belong to?
Navigen is in the industry of: Finance, Securities Trading
What is Navigen competition?
Navigen top competitors include: Warber Wealth Management, Fulcrum Wealth Advisors, Sullivan Investment Management, Ratcliff Financial Services
What technology does Navigen use?
Some of the popular technologies that Navigen uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Font API
How do I contact Navigen?
Navigen contact info: Phone number: (920) 676-3334 Website: www.navigenwealth.com
What does Navigen do?

Navigen Wealth Management is a financial planning partner located in Green Bay and Sheboygan, Wisconsin, as well as Cape Coral, Florida. The company offers comprehensive wealth management, financial planning, and tax planning services tailored to clients across all generations. They emphasize a holistic approach to financial life, aligning their in... terests with those of their clients and focusing on optimal solutions. Their target clients range from young adults to seniors, ensuring support at each stage of life.Read More

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

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