Field

Business Intelligence (BI) Software · New York, United States · 11-50 Employees

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Overview

Headquarters

270 Madison Ave Rm 301, New York City, N...

Revenue

$5.9 Million

Industry

Business Intelligence (BI) Software Software
ZI Rank: 1
Signal Type
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ZI Rank
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About Field

Field Wealth is an AI-powered data integration and intelligence platform purpose-built for registered investment advisory firms and wealth management practices. The platform aggregates and normalizes data across a firm's existing technology stack including custodians, CRMs, financial planning software, portfolio and reporting systems, billing engines, and document management tools creating a unified, canonical view of the entire advisory business. Rather than replacing existing systems, Field sits beneath them, resolving data entities and enabling the disparate tools of a wealth management firm to work together cohesively. The platform is designed to help advisory firms surface actionable insights, identify growth opportunities, improve operational efficiency, and ultimately deliver more holistic client service at scale.Explore more
Field's Social MediaPopular SearchesOgolvy Wealth LLCSIC Code 73,737NAICS Code 54,541Show more

Field Org Chart

Bill Crager, Chief Executive Officer at Field
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Chief Executive Officer

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Frequently Asked Questions Regarding Field

What is Field's official website?
Field's official website is www.fieldwealth.ai
What is Field's Revenue?
Field's revenue is $5.9 Million
What is Field's SIC code?
Field's SIC: 73,737
What is Field's NAICS code?
Field's NAICS: 54,541
How many employees does Field have?
Field has 11-50 employees
What industry does Field belong to?
Field is in the industry of: Business Intelligence (BI) Software, Software
What does Field do?

Field Wealth is an AI-powered data integration and intelligence platform purpose-built for registered investment advisory firms and wealth management practices. The platform aggregates and normalizes data across a firm's existing technology stack including custodians, CRMs, financial planning software, portfolio and reporting systems, billing engin... es, and document management tools creating a unified, canonical view of the entire advisory business. Rather than replacing existing systems, Field sits beneath them, resolving data entities and enabling the disparate tools of a wealth management firm to work together cohesively. The platform is designed to help advisory firms surface actionable insights, identify growth opportunities, improve operational efficiency, and ultimately deliver more holistic client service at scale.Read More

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

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