Novity Wealth Solutions
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
6500 Sheridan Dr Ste 300, Williamsville,...Phone Number
(716) 929-1544Website
www.novitywealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Novity Wealth Solutions
Novity Wealth Solutions specializes in providing comprehensive financial planning services, focusing on business transition, retirement, risk mitigation, wealth management, and estate transfer. The company emphasizes a team approach to help clients achieve their financial goals through personalized strategies. Their services include investment strategies, insurance policies, and wealth management tailored to individual needs. Novity Wealth Solutions primarily serves business owners and individuals looking to grow and protect their wealth.Explore more
Novity Wealth Solutions Org Chart
EK
Financial Investment Advisor & Advisor & Repr...
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Revenue
Number of Employees
Type
Funding
Founded In
Novity Wealth Solutions
<$5M
1-10
Private
<$5M
2018
KC
Kelly CavanaughExecutive Assistant & Director, Client Services
Company Profile Activity
Activity Insights
Novity Wealth Solutions is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Novity Wealth Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Novity Wealth Solutions.
Novity Wealth Solutions financials insights
Gather financial insights about Novity Wealth Solutions, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Debt
$35K
Novity Wealth Solutions Tech Stack
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Frequently Asked Questions Regarding Novity Wealth Solutions
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Novity Wealth Solutions specializes in providing comprehensive financial planning services, focusing on business transition, retirement, risk mitigation, wealth management, and estate transfer. The company emphasizes a team approach to help clients achieve their financial goals through personalized strategies. Their services include investment stra... Read More
