Northbridge Wealth

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

665 N Academy St, Greenville, South Caro...

Phone Number

(864) 302-8384

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Northbridge Wealth

Northbridge Wealth specializes in investment-focused financial planning that emphasizes education and transparency. They assist individuals and business owners in navigating significant life transitions, offering services such as personal wealth planning, retirement and income planning, and business succession strategies. Their approach combines investment management with comprehensive planning to ensure clients' financial goals are met. Northbridge Wealth is dedicated to providing clear explanations, transparent fees, and ongoing guidance tailored to each client's unique needs.Explore more
Northbridge Wealth's Social MediaPopular SearchesNorthbridge WealthNorthBridge Wealth ManagementNorthbridge Wealth Management LLCNorthbridgewealthSIC Code 62,628NAICS Code 52,523Show more

Northbridge Wealth Org Chart

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KS
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Wealth Advisor & Vice President, Investments

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TH
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Investment Operations Coordinator

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Investment Operations Associate

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Financial Advisor

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Financial Advisor

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Financial Advisor

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Compare Similar Companies to Northbridge Wealth

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Northbridge Wealth

<$5M
1-10
Private
-
-
KS
Kevin SwanderWealth Advisor & Vice President, Investments
<$5M
11-50
Private
<$5M
2017
JS
Joyce SchneiderManager, Operations & Marketing
<$5M
1-10
Private
-
2007
Kasia Marczyk, President & Founder at Anchor Wealth Management Group
Kasia MarczykPresident & Founder
<$5M
1-10
Private
-
-
LG
Lisa GuditisManager, Office Operations & Practice
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2017
AC
Angela CurtisFinancial Consultant
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Northbridge Wealth Tech Stack

A closer look at the technologies used by Northbridge Wealth

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Frequently Asked Questions Regarding Northbridge Wealth

What is Northbridge Wealth's official website?
Northbridge Wealth's official website is www.northbridgewealth.com
What is Northbridge Wealth's Revenue?
Northbridge Wealth's revenue is <$5 Million
What is Northbridge Wealth's SIC code?
Northbridge Wealth's SIC: 62,628
What is Northbridge Wealth's NAICS code?
Northbridge Wealth's NAICS: 52,523
How many employees does Northbridge Wealth have?
Northbridge Wealth has 1-10 employees
What industry does Northbridge Wealth belong to?
Northbridge Wealth is in the industry of: Finance, Securities Trading
What is Northbridge Wealth competition?
Northbridge Wealth top competitors include: Richards & Addy, Uncommon Cents Investing, Lifestages Financial Services, Shannon Sottile, Certified Financial
What technology does Northbridge Wealth use?
Some of the popular technologies that Northbridge Wealth uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, GoDaddy DNS
How do I contact Northbridge Wealth?
Northbridge Wealth contact info: Phone number: (864) 302-8384 Website: www.northbridgewealth.com
What does Northbridge Wealth do?

Northbridge Wealth specializes in investment-focused financial planning that emphasizes education and transparency. They assist individuals and business owners in navigating significant life transitions, offering services such as personal wealth planning, retirement and income planning, and business succession strategies. Their approach combines in... vestment management with comprehensive planning to ensure clients' financial goals are met. Northbridge Wealth is dedicated to providing clear explanations, transparent fees, and ongoing guidance tailored to each client's unique needs.Read More

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

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