PlumTree Financial

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

8300 Boone Blvd Ste 500, Vienna, Virgini...

Phone Number

(703) 289-5044

Revenue

<$5 Million

Industry

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

About PlumTree Financial

PlumTree Financial is a financial planning firm based in Vienna, Virginia, specializing in comprehensive financial services for individuals and business owners. They focus on understanding clients' unique financial goals and provide personalized planning to help grow wealth and protect families. The firm operates with a fiduciary standard, ensuring that clients' best interests are prioritized in all financial decisions. Their approach integrates various aspects of clients' financial lives, fostering genuine connections and hands-on support.Explore more
PlumTree Financial's Social MediaPopular SearchesPlumtree Financial IncPlumTree FinancialPlumTree Financial CorpPlumTree LLCPlumtreefinancialSIC Code 62,628NAICS Code 52,523Show more

PlumTree Financial Org Chart

PhoneEmail
Greg Bernhard, Founder & President at PlumTree Financial
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Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PlumTree Financial

<$5M
1-10
Private
-
2014
Greg Bernhard, Founder & President at PlumTree Financial
Greg BernhardFounder & President
$7.5M
1-10
Private
-
2008
HJ
Holly JonesManager, Client Services
<$5M
1-10
Private
-
2010
JH
Jason HeinzelmannGroup Founding of Provident Wealth Management Partner
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
1901
CM
Christopher MeninnoFinancial Services Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

PlumTree Financial Tech Stack

A closer look at the technologies used by PlumTree Financial

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Frequently Asked Questions Regarding PlumTree Financial

What is PlumTree Financial's official website?
PlumTree Financial's official website is www.plumtreefinancial.com
What is PlumTree Financial's Revenue?
PlumTree Financial's revenue is <$5 Million
What is PlumTree Financial's SIC code?
PlumTree Financial's SIC: 62,628
What is PlumTree Financial's NAICS code?
PlumTree Financial's NAICS: 52,523
How many employees does PlumTree Financial have?
PlumTree Financial has 1-10 employees
What industry does PlumTree Financial belong to?
PlumTree Financial is in the industry of: Finance, Securities Trading
What is PlumTree Financial competition?
PlumTree Financial top competitors include: Legacy One Financial, Crown Financial Partners, MassMutual, Provident Wealth Management Group
What technology does PlumTree Financial use?
Some of the popular technologies that PlumTree Financial uses are: Proofpoint, Google Font API, Google Tag Manager, Font Awesome
How do I contact PlumTree Financial?
PlumTree Financial contact info: Phone number: (703) 289-5044 Website: www.plumtreefinancial.com
What does PlumTree Financial do?

PlumTree Financial is a financial planning firm based in Vienna, Virginia, specializing in comprehensive financial services for individuals and business owners. They focus on understanding clients' unique financial goals and provide personalized planning to help grow wealth and protect families. The firm operates with a fiduciary standard, ensuring... that clients' best interests are prioritized in all financial decisions. Their approach integrates various aspects of clients' financial lives, fostering genuine connections and hands-on support.Read More

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

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