Peloton Financial

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

1431 W Winding Hollow Ln, Mequon, Wiscon...

Revenue

<$5 Million

Industry

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

About Peloton Financial

Peloton Financial, LLC specializes in providing collaborative investment strategies aimed at achieving clients' financial goals. The firm focuses on constructing supplemental income portfolios and designing unique strategies for savings and retirement. With over 30 years of experience, founder Michael DiStefano leads a team dedicated to helping high net worth families and individuals navigate their financial journeys. Peloton Financial emphasizes a cooperative approach, akin to a cyclist peloton, to enhance investment outcomes for its clients.Explore more
Peloton Financial's Social MediaPopular SearchesPeloton Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Peloton Financial Org Chart

PhoneEmail
MD
United States flag for contact location.

Principal and Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Peloton Financial

<$5M
11-50
Private
-
2018
MD
Michael DiStefanoPrincipal and Founder
$6.1M
1-10
Private
-
2006
$5M
1-10
Private
-
2018
DA
Dana AeschlimanDirector, Client Relations
<$5M
11-50
Private
-
2021
EW
Elizabeth WainwrightSenior Wealth Advisor
<$5M
1-10
Private
-
-
ZP
Zachary PurvisPresident & Wealth Advisor
<$5M
1-10
Private
-
1993
PK
Pamela KruegerPresident & Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Peloton Financial Tech Stack

A closer look at the technologies used by Peloton Financial

Top Finance Companies

Frequently Asked Questions Regarding Peloton Financial

What is Peloton Financial's official website?
Peloton Financial's official website is www.pelotonfinancialllc.com
What is Peloton Financial's Revenue?
Peloton Financial's revenue is <$5 Million
What is Peloton Financial's SIC code?
Peloton Financial's SIC: 62,628
What is Peloton Financial's NAICS code?
Peloton Financial's NAICS: 52,523
How many employees does Peloton Financial have?
Peloton Financial has 11-50 employees
What industry does Peloton Financial belong to?
Peloton Financial is in the industry of: Finance, Securities Trading
What is Peloton Financial competition?
Peloton Financial top competitors include: Strickler Financial Group, The Holben Group, Capital Fiduciary Advisors, halleyhill.com
What technology does Peloton Financial use?
Some of the popular technologies that Peloton Financial uses are: ASP.NET, jQuery
What does Peloton Financial do?

Peloton Financial, LLC specializes in providing collaborative investment strategies aimed at achieving clients' financial goals. The firm focuses on constructing supplemental income portfolios and designing unique strategies for savings and retirement. With over 30 years of experience, founder Michael DiStefano leads a team dedicated to helping hig... h net worth families and individuals navigate their financial journeys. Peloton Financial emphasizes a cooperative approach, akin to a cyclist peloton, to enhance investment outcomes for its clients.Read More

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

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