Perceptive Edge

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

PO Box 604, Wayzata, Minnesota, 55391, U...

Phone Number

(952) 476-2770

Revenue

<$5 Million

Industry

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

About Perceptive Edge

Perceptive Edge Investment Management is a registered investment advisory firm that specializes in retirement plan consulting, individual wealth management, and endowment and foundation consulting. The company aims to build long-term relationships with clients by providing exceptional investment and retirement consulting services. Their target clients include corporations, participants, individuals, executives, and business owners. With a focus on guiding complex decisions and offering extensive knowledge, they tailor their services to meet the specific needs of their clients.Explore more
Popular SearchesPerceptive EdgePerceptive Edge Investment Management IncPerceptive Edge InvestmentInvestment ManagementInvestment Management IncSIC Code 62,628NAICS Code 52,523Show more

Perceptive Edge Org Chart

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Investment Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Perceptive Edge

<$5M
1-10
Private
-
2002
RP
Richard PoginChief Financial Officer
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
11-50
Private
-
2019
<$5M
1-10
Private
-
2009
JD
Julie DenmonSrVP and Chief Administrative Officer
<$5M
11-50
Private
<$5M
1994
FW
Fredric WilliamsManaging Director
<$5M
1-10
Private
-
2017
LS
Lee SchmertzlerVice President, Client Relations
<$5M
1-10
Private
-
2008
JW
Joseph WarseckeFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Perceptive Edge is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Perceptive Edge Tech Stack

A closer look at the technologies used by Perceptive Edge

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Frequently Asked Questions Regarding Perceptive Edge

What is Perceptive Edge's official website?
Perceptive Edge's official website is www.perceptive-edge.com
What is Perceptive Edge's Revenue?
Perceptive Edge's revenue is <$5 Million
What is Perceptive Edge's SIC code?
Perceptive Edge's SIC: 62,628
What is Perceptive Edge's NAICS code?
Perceptive Edge's NAICS: 52,523
How many employees does Perceptive Edge have?
Perceptive Edge has 1-10 employees
What industry does Perceptive Edge belong to?
Perceptive Edge is in the industry of: Finance, Securities Trading
What is Perceptive Edge competition?
Perceptive Edge top competitors include: Southbridge Advisors, Port Advisors, Aegis Retirement Partners, Kolinsky Wealth Management
What technology does Perceptive Edge use?
Some of the popular technologies that Perceptive Edge uses are: Microsoft IIS, Cybercon, Java, Microsoft 365
Who is the CFO of Perceptive Edge?
Perceptive Edge's CFO is Richard Pogin
How do I contact Perceptive Edge?
Perceptive Edge contact info: Phone number: (952) 476-2770 Website: www.perceptive-edge.com
What does Perceptive Edge do?

Perceptive Edge Investment Management is a registered investment advisory firm that specializes in retirement plan consulting, individual wealth management, and endowment and foundation consulting. The company aims to build long-term relationships with clients by providing exceptional investment and retirement consulting services. Their target clie... nts include corporations, participants, individuals, executives, and business owners. With a focus on guiding complex decisions and offering extensive knowledge, they tailor their services to meet the specific needs of their clients.Read More

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

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