Newton One Advisors
Likely to Engage tag.Highly Engaged Employees

Insurance · Delaware, United States · 11-50 Employees

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Overview

Headquarters

131 Continental Dr Ste 206, Newark, Dela...

Phone Number

(302) 731-1326

Revenue

<$5 Million

Industry

Insurance Business Services Project Management
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
1
1
1
1
1

About Newton One Advisors

Newton One, LLC is a Life Insurance Advisory firm that specializes in risk management, wealth transfer, and business succession planning for affluent clients and their advisors. The firm offers a range of services including estate planning, executive benefits, specialty life insurance design, and private placement life insurance. As a member of the M Financial Group, Newton One is committed to providing tailored financial strategies that meet the unique needs of ultra-affluent individuals and Fortune 1000 companies. Their mission emphasizes advocacy and independence in delivering financial advice and services.Explore more
Newton One Advisors's Social MediaPopular SearchesNewton One Advisors LLCNewton One AdvisorsNewton One LLCNewton LLCNewton AdvisorsSIC Code 64,641NAICS Code 52,524Show more

Newton One Advisors Org Chart

PhoneEmail
AM
United States flag for contact location.

Director, Underwriting & Client Service & Tru...

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KE
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Director, Operations

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GR
United States flag for contact location.

Director, Advanced Case Design

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PhoneEmail
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SG
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Financial Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Newton One Advisors

<$5M
11-50
Private
<$5M
1999
AM
Amy MisterDirector, Underwriting & Client Service & Trust Coordinator
$5.8M
11-50
Private
-
2015
JS
Jessica SimpsonDirector, Operations
$5.2M
1-10
Private
-
1999
EF
Ethan FittonWealth Associate
<$5M
11-50
Private
-
2003
PG
Patrick GardnerHead of Technology
<$5M
11-50
Private
<$5M
2009
YC
Yolande CircostaDirector, Compliance & Supervision
<$5M
1-10
Private
-
2019
JP
Jim PriddySenior Managing Director
<$5M
11-50
Private
<$5M
-
Linda Paralez, President & Chief Executive Officer at Demarche Consulting
Linda ParalezPresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Newton One Advisors is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Newton One Advisors is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Newton One Advisors.

Newton One Advisors financials insights

Gather financial insights about Newton One Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

2021

Debt

$146K

See All Newton One Advisors's Financials Insights

Newton One Advisors Tech Stack

A closer look at the technologies used by Newton One Advisors

Top Insurance Companies

Frequently Asked Questions Regarding Newton One Advisors

What is Newton One Advisors's official website?
Newton One Advisors's official website is www.newtonone.com
What is Newton One Advisors's Revenue?
Newton One Advisors's revenue is <$5 Million
What is Newton One Advisors's SIC code?
Newton One Advisors's SIC: 64,641
What is Newton One Advisors's NAICS code?
Newton One Advisors's NAICS: 52,524
How many employees does Newton One Advisors have?
Newton One Advisors has 11-50 employees
What industry does Newton One Advisors belong to?
Newton One Advisors is in the industry of: Insurance, Business Services, Project Management
What is Newton One Advisors competition?
Newton One Advisors top competitors include: Demarche Consulting, Arca Financial Group, Signature Financial Group, Fortune 360 Group
What technology does Newton One Advisors use?
Some of the popular technologies that Newton One Advisors uses are: goo.gl, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Newton One Advisors?
Newton One Advisors contact info: Phone number: (302) 731-1326 Website: www.newtonone.com
What does Newton One Advisors do?

Newton One, LLC is a Life Insurance Advisory firm that specializes in risk management, wealth transfer, and business succession planning for affluent clients and their advisors. The firm offers a range of services including estate planning, executive benefits, specialty life insurance design, and private placement life insurance. As a member of the... M Financial Group, Newton One is committed to providing tailored financial strategies that meet the unique needs of ultra-affluent individuals and Fortune 1000 companies. Their mission emphasizes advocacy and independence in delivering financial advice and services.Read More

What are Newton One Advisors social media links?
Newton One Advisors Linkedin page
Who invested in Newton One Advisors?
Newton One Advisors has 2 investors including PPP and PPP.
Is Newton One Advisors a public company?
Newton One Advisors is private company therefore does not currently have an official ticker symbol
See more information about Newton One Advisors

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