Peake Financial Group
Finance · Maryland, United States · 51-200 Employees
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Overview
Headquarters
8737 Colesville Rd Ste 705, Silver Sprin...Phone Number
(301) 650-9188Website
www.peakefinancial.comRevenue
$5.2 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Peake Financial Group
Peake Financial is an independent financial services company that has been assisting individuals and businesses in achieving their financial goals since 2003. They offer a wide range of products including insurance, investments, trusts, and retirement plans, tailored to meet the unique needs of their clients. Their team works closely with clients to define both short and long-term financial objectives and develop personalized strategies. Peake Financial serves clients across the country, emphasizing a commitment to personal service and professional expertise.Explore more
Peake Financial Group Org Chart
KC
Financial Advisor
HH
Financial Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
Peake Financial Group
$5.2M
51-200
Private
-
2002
KP
Kathleen PeakeFinancial Advisor & Owner & Financial Entrepreneur & Women Advisor & Speaker & Teacher
Company Profile Activity
Activity Insights
Peake Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Peake Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Peake Financial Group.
Peake Financial Group Tech Stack
A closer look at the technologies used by Peake Financial Group
Most Recent Scoops
Project
A mid-level source in operations management has indicated that the organization is planning to begin initiatives related to digital transformation within three months.
Upgrade, Digital Technology
Project
A mid-level source in operations management has indicated that the organization is planning to begin initiatives related to computerized maintenance management system (CMMS) within three months. Peake Financial Group is currently evaluating vendors to support these efforts.
Database, Information Governance, Operating Systems, Software, Facilities Management
Project
A mid-level source in operations management has indicated that the organization is planning to begin initiatives related to document generation software within six to nine months. Peake Financial Group is currently evaluating PDF-XChange Editor.
Document Management, Enterprise Software, Software
Project
A mid-level source has indicated that the organization's largest upcoming initiative will focus on recruitment.
Recruitment
Project
Digital Technology, Operating Systems
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Peake Financial is an independent financial services company that has been assisting individuals and businesses in achieving their financial goals since 2003. They offer a wide range of products including insurance, investments, trusts, and retirement plans, tailored to meet the unique needs of their clients. Their team works closely with clients t... Read More
