Nerd Nation Financial

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

203 Redwood Shores Pkwy Ste 460, Redwood...

Phone Number

(650) 264-4902

Revenue

$5.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
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1

About Nerd Nation Financial

Nerd Nation Financial, based in Redwood City, CA, is an office of Northwestern Mutual that specializes in creating custom wealth management plans for clients, particularly in the tech sector. The firm focuses on helping Bay Area professionals navigate stock-based compensation and optimize their wealth management strategies. With a team of experienced advisors, they prioritize personal relationships and aim to simplify the complexities of financial life for their clients. Backed by the resources of Northwestern Mutual, they offer a deep expertise in the benefit structures of both pre-IPO startups and publicly-traded companies.Explore more
Nerd Nation Financial's Social MediaPopular SearchesNerd Nation FinancialNorthwestern Mutual Wealth Management Conerdnationfinancial.comSIC Code 62,628NAICS Code 52,523Show more

Nerd Nation Financial Org Chart

PhoneEmail
JL
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Director, Private Wealth Planning

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JC
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Private Wealth Lead Advisor

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DB
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Private Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Nerd Nation Financial

$5.5M
11-50
Private
-
-
JL
Jone LeeDirector, Private Wealth Planning
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2019
DG
Daniel GeorgeDirector, Investments
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Nerd Nation Financial Tech Stack

A closer look at the technologies used by Nerd Nation Financial

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Frequently Asked Questions Regarding Nerd Nation Financial

What is Nerd Nation Financial's official website?
Nerd Nation Financial's official website is www.nerdnationfinancial.com
What is Nerd Nation Financial's Revenue?
Nerd Nation Financial's revenue is $5.5 Million
What is Nerd Nation Financial's SIC code?
Nerd Nation Financial's SIC: 62,628
What is Nerd Nation Financial's NAICS code?
Nerd Nation Financial's NAICS: 52,523
How many employees does Nerd Nation Financial have?
Nerd Nation Financial has 11-50 employees
What industry does Nerd Nation Financial belong to?
Nerd Nation Financial is in the industry of: Finance, Securities Trading
What is Nerd Nation Financial competition?
Nerd Nation Financial top competitors include: MST Financial Wealth Management - Northwestern Mutual, of Northwestern Mutual Wealth Management, All Points Wealth Management, of Northwestern Mutual Wealth Management
What technology does Nerd Nation Financial use?
Some of the popular technologies that Nerd Nation Financial uses are: Amazon CloudFront, Amazon S3
How do I contact Nerd Nation Financial?
Nerd Nation Financial contact info: Phone number: (650) 264-4902 Website: www.nerdnationfinancial.com
What does Nerd Nation Financial do?

Nerd Nation Financial, based in Redwood City, CA, is an office of Northwestern Mutual that specializes in creating custom wealth management plans for clients, particularly in the tech sector. The firm focuses on helping Bay Area professionals navigate stock-based compensation and optimize their wealth management strategies. With a team of experienc... ed advisors, they prioritize personal relationships and aim to simplify the complexities of financial life for their clients. Backed by the resources of Northwestern Mutual, they offer a deep expertise in the benefit structures of both pre-IPO startups and publicly-traded companies.Read More

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

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