Prescient Financial Solutions

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

330 E Kilbourn Ave Ste 1275, Milwaukee, ...

Phone Number

(414) 203-6016

Website

pfs.nm.com

Revenue

<$5 Million

Industry

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

About Prescient Financial Solutions

Prescient Financial Solutions specializes in helping pre-retirement individuals, business owners, corporate executives, and affluent clients manage their wealth through accumulation, distribution, and succession planning. The firm employs sophisticated planning strategies and acts as financial engineers to create and optimize integrated financial plans. With a strong focus on client service, they have received numerous accolades, including recognition as top financial advisors by Barron's and Forbes. Their commitment to detail and personalized service positions them as a trusted partner in envisioning and optimizing financial futures.Explore more
Prescient Financial Solutions's Social MediaPopular SearchesPrescient Financial SolutionsSIC Code 62,628NAICS Code 52,523Show more

Prescient Financial Solutions Org Chart

Jeremy David, Founder & Chief Executive Officer at Prescient Financial Solutions
United States flag for contact location.

Founder & Chief Executive Officer

PhoneEmail
MJ
United States flag for contact location.

Partner, President and Private Wealth Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prescient Financial Solut...

<$5M
11-50
Private
-
1998
Jeremy David, Founder & Chief Executive Officer at Prescient Financial Solutions
Jeremy DavidFounder & CEO
$5M
11-50
Private
-
2017
N/A
<$5M
1-10
Private
-
2019
NG
Nicholas GelsoFounder & Partner
<$5M
1-10
Private
-
-
AK
Ali KavianianRegional VP, Cfp
<$5M
1-10
Private
-
2019
Avi Ziv, Founder & Chief Executive Officer at Legado Wealth Management
Avi ZivFounder & CEO
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2012
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Prescient Financial Solutions Tech Stack

A closer look at the technologies used by Prescient Financial Solutions

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Frequently Asked Questions Regarding Prescient Financial Solutions

What is Prescient Financial Solutions's official website?
Prescient Financial Solutions's official website is pfs.nm.com
What is Prescient Financial Solutions's Revenue?
Prescient Financial Solutions's revenue is <$5 Million
What is Prescient Financial Solutions's SIC code?
Prescient Financial Solutions's SIC: 62,628
What is Prescient Financial Solutions's NAICS code?
Prescient Financial Solutions's NAICS: 52,523
How many employees does Prescient Financial Solutions have?
Prescient Financial Solutions has 11-50 employees
What industry does Prescient Financial Solutions belong to?
Prescient Financial Solutions is in the industry of: Finance, Securities Trading
What is Prescient Financial Solutions competition?
Prescient Financial Solutions top competitors include: Beckett Collective, Affluent Wealth Management, Legado Wealth Management, Media Wealth
What technology does Prescient Financial Solutions use?
Some of the popular technologies that Prescient Financial Solutions uses are: Broadridge Advisor Solutions
How do I contact Prescient Financial Solutions?
Prescient Financial Solutions contact info: Phone number: (414) 203-6016 Website: pfs.nm.com
What does Prescient Financial Solutions do?

Prescient Financial Solutions specializes in helping pre-retirement individuals, business owners, corporate executives, and affluent clients manage their wealth through accumulation, distribution, and succession planning. The firm employs sophisticated planning strategies and acts as financial engineers to create and optimize integrated financial p... lans. With a strong focus on client service, they have received numerous accolades, including recognition as top financial advisors by Barron's and Forbes. Their commitment to detail and personalized service positions them as a trusted partner in envisioning and optimizing financial futures.Read More

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

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