Open Window Software

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

1615 N Chipmunk Ln, Silverthorne, Colora...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
1
1
1

About Open Window Software

Open Window Financial Solutions provides objective, transparent financial planning services tailored for high earners, established families, and young professionals. They specialize in retirement planning, trust management, and comprehensive wealth strategies, aiming to reduce client stress while enhancing expected returns. Their typical clients appreciate customized advice from a fee-only advisor and often seek long-term partnerships. The firm's commitment to evidence-based financial decisions supports clients in leaving legacies for future generations and charitable causes.Explore more
Popular SearchesOpen Window SoftwareOpen WindowSIC Code 62,628NAICS Code 52,523Show more

Open Window Software Org Chart

PhoneEmail
BK
United States flag for contact location.

Financial Planning Analyst

PhoneEmail
EH
United States flag for contact location.

Owner and Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Open Window Software

<$5M
1-10
Private
-
1993
BK
Brendan KeelyFinancial Planning Analyst
<$5M
11-50
Private
-
2004
RO
Rhonda OsisekSpeech-Language Pathologist and CEO
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2018
JH
Jay HerrigelFounder & CEO
<$5M
1-10
Private
-
-
FD
Francine DigiorgioRegional Sales Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
MM
Meagan MeeganFounder & Speech & Language Therapist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Open Window Software is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Open Window Software Tech Stack

A closer look at the technologies used by Open Window Software

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Frequently Asked Questions Regarding Open Window Software

What is Open Window Software's official website?
Open Window Software's official website is www.openwindow.com
What is Open Window Software's Revenue?
Open Window Software's revenue is <$5 Million
What is Open Window Software's SIC code?
Open Window Software's SIC: 62,628
What is Open Window Software's NAICS code?
Open Window Software's NAICS: 52,523
How many employees does Open Window Software have?
Open Window Software has 1-10 employees
What industry does Open Window Software belong to?
Open Window Software is in the industry of: Finance, Securities Trading
What is Open Window Software competition?
Open Window Software top competitors include: Handz for Hire, Got2App, Colonnade Rentals, Degreeinus
What technology does Open Window Software use?
Some of the popular technologies that Open Window Software uses are: Google Font API, YouTube, Wistia, Fidelity
What does Open Window Software do?

Open Window Financial Solutions provides objective, transparent financial planning services tailored for high earners, established families, and young professionals. They specialize in retirement planning, trust management, and comprehensive wealth strategies, aiming to reduce client stress while enhancing expected returns. Their typical clients ap... preciate customized advice from a fee-only advisor and often seek long-term partnerships. The firm's commitment to evidence-based financial decisions supports clients in leaving legacies for future generations and charitable causes.Read More

Is Open Window Software a public company?
Open Window Software is private company therefore does not currently have an official ticker symbol
See more information about Open Window Software

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