Oswald Financial

Finance · Ohio, United States · 201-500 Employees

View Company Info for Free

Overview

Headquarters

1100 Superior Ave Ste 1350, Cleveland, O...

Phone Number

(833) 224-5660

Revenue

$355.3 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
2
2
2

About Oswald Financial

Oswald Financial, Inc. specializes in designing, implementing, and managing both qualified and non-qualified retirement plans for companies. They serve as advisors and problem-solving partners, focusing on helping clients structure and operate effective retirement plans that promote financial freedom for employees. In addition to retirement plan services, they offer comprehensive wealth management strategies tailored to individual investors. Their services include financial wellness programs, employee education, and a range of resources aimed at enhancing plan management and participant engagement.Explore more
Oswald Financial's Social MediaPopular SearchesOswald Financial IncLpl Oswald FinancialLpl Oswald Financial - 1360Oswald Financial Broker Dealer IncSIC Code 62,628NAICS Code 52,523Show more

Oswald Financial Org Chart

PhoneEmail
DK
United States flag for contact location.

President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Oswald Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Oswald Financial

Compare insights from companies similar to Oswald Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oswald Financial

$355.3M
201-500
Private
-
1999
$386.7M
501-1,000
Private
-
2002
JC
Jennifer CeccarelliManaging Director
$241.9M
201-500
Private
-
1943
Eric Wietsma, President & Chief Executive Officer at Pentegra
Eric WietsmaPresident & CEO
$129.4M
201-500
Private
-
1997
ER
Eric RosenChief Operating Officer
$103.1M
51-200
Private
$26M
2002
MM
Michael McCoolManaging Director
$62.5M
51-200
Private
-
2015
Deane Mayerhofer, Chief Operating Officer at Strategic Retirement Partners
Deane MayerhoferChief Operating Officer
$20.9M
501-1,000
Private
<$5M
2010
JL
Jeffrey LockerCEO, Axius Financial Llc
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Oswald Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Oswald Financial Tech Stack

A closer look at the technologies used by Oswald Financial

Top Finance Companies

Frequently Asked Questions Regarding Oswald Financial

What is Oswald Financial's official website?
Oswald Financial's official website is www.oswaldfinancial.com
What is Oswald Financial's Revenue?
Oswald Financial's revenue is $355.3 Million
What is Oswald Financial's SIC code?
Oswald Financial's SIC: 62,628
What is Oswald Financial's NAICS code?
Oswald Financial's NAICS: 52,523
How many employees does Oswald Financial have?
Oswald Financial has 201-500 employees
What industry does Oswald Financial belong to?
Oswald Financial is in the industry of: Finance, Securities Trading
What is Oswald Financial competition?
Oswald Financial top competitors include: Beacon Pointe, Signature Estate & Investment Advisors, AXIUS Financial, Strategic Retirement Partners
What technology does Oswald Financial use?
Some of the popular technologies that Oswald Financial uses are: WordPress.org, reCAPTCHA, PHP, HAProxy
How do I contact Oswald Financial?
Oswald Financial contact info: Phone number: (833) 224-5660 Website: www.oswaldfinancial.com
What does Oswald Financial do?

Oswald Financial, Inc. specializes in designing, implementing, and managing both qualified and non-qualified retirement plans for companies. They serve as advisors and problem-solving partners, focusing on helping clients structure and operate effective retirement plans that promote financial freedom for employees. In addition to retirement plan se... rvices, they offer comprehensive wealth management strategies tailored to individual investors. Their services include financial wellness programs, employee education, and a range of resources aimed at enhancing plan management and participant engagement.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.