Owlfi

Accounting for Legal Practices · Kansas, United States · 11-50 Employees

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Overview

Headquarters

8725 Rosehill Rd Ste 119, Lenexa, Kansas...

Phone Number

(913) 441-8380

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services Project Management
ZI Rank: 1
Signal Type
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ZI Rank
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About Owlfi

OWLFI is a financial advisory firm based in Lenexa, Kansas, specializing in comprehensive financial planning services for individuals and families across the nation. They focus on tax-efficient retirement planning, asset management, and business owner exit strategies, ensuring that clients can navigate major financial transitions with confidence. Their proprietary Strategic Wealth Architecture integrates advanced tax strategies and coordinated planning across multiple disciplines to optimize wealth preservation and income generation. OWLFI aims to empower clients to make informed decisions that align with their long-term goals and values.Explore more
Owlfi's Social MediaPopular Searchesowlfi IncOwlfiOwlfi Capital LLCOwlfi Cpa LLCOwlfi Holdings LLCSIC Code 87,872NAICS Code 54,541Show more

Owlfi Org Chart

EO
United States flag for contact location.

Managing Partner & Chief Executive Officer

PhoneEmail
AO
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Office Manager

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Owlfi

<$5M
11-50
Private
-
2003
EO
Elliot OmansonManaging Partner & CEO
<$5M
11-50
Private
-
2006
MS
Melissa SiegelPractice Manager
<$5M
1-10
Private
<$5M
1998
LC
Lauren CallClient Account Services Manager
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1985
KH
Kia HubbardSenior Bookkeeper
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Owlfi is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Owlfi is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Owlfi.

Owlfi Tech Stack

A closer look at the technologies used by Owlfi

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Owlfi

What is Owlfi's official website?
Owlfi's official website is www.owlfi.com
What is Owlfi's Revenue?
Owlfi's revenue is <$5 Million
What is Owlfi's SIC code?
Owlfi's SIC: 87,872
What is Owlfi's NAICS code?
Owlfi's NAICS: 54,541
How many employees does Owlfi have?
Owlfi has 11-50 employees
What industry does Owlfi belong to?
Owlfi is in the industry of: Accounting for Legal Practices, Business Services, Project Management
What is Owlfi competition?
Owlfi top competitors include: Bfc Tax & Accounting Services, John A Sanchez, John Joseph Griffin, CPA, Lori A Riccardi, CPA Accounting & Tax Services
What technology does Owlfi use?
Some of the popular technologies that Owlfi uses are: WordPress.org, reCAPTCHA, PHP, Proofpoint
How do I contact Owlfi?
Owlfi contact info: Phone number: (913) 441-8380 Website: www.owlfi.com
What does Owlfi do?

OWLFI is a financial advisory firm based in Lenexa, Kansas, specializing in comprehensive financial planning services for individuals and families across the nation. They focus on tax-efficient retirement planning, asset management, and business owner exit strategies, ensuring that clients can navigate major financial transitions with confidence. T... heir proprietary Strategic Wealth Architecture integrates advanced tax strategies and coordinated planning across multiple disciplines to optimize wealth preservation and income generation. OWLFI aims to empower clients to make informed decisions that align with their long-term goals and values.Read More

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

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