Prism Financial Group

Finance · Kansas, United States · 1-10 Employees

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Overview

Headquarters

7101 College Blvd Ste 900, Overland Park...

Phone Number

(913) 345-1444

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
1
1
1
1
1

About Prism Financial Group

Aprio Wealth Management LLC is a top 25 business advisory and accounting firm that focuses on helping clients build, preserve, and maximize their wealth. They offer financial planning and disciplined investment strategies tailored to motivated clients seeking professional advice. The firm emphasizes a team approach to developing personalized financial plans and provides guidance and education to help clients achieve their financial goals. Aprio recently acquired Prism Financial Group, enhancing their service offerings in the financial advisory space.Explore more
Prism Financial Group's Social MediaPopular SearchesPrism Financial Group LLCPrism Financial Group IncPrism Financial Groupprism financial CorpPrism Financial Services LLCSIC Code 62,628NAICS Code 52,523Show more

Prism Financial Group Org Chart

PhoneEmail
BC
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prism Financial Group

<$5M
1-10
Private
<$5M
1988
BC
Bob CourtneyOwner and President
<$5M
11-50
Private
-
2008
<$5M
1-10
Private
-
1978
SL
Savanna LouderAdministrative Assistant
<$5M
1-10
Private
-
-
KZ
Kenneth ZehnderLife, Health, Variable Life
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2016
NV
Nicole VongManager, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Prism Financial Group financials insights

Gather financial insights about Prism Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Prism Financial Group's Financials Insights

Prism Financial Group Tech Stack

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Prism Financial Group News & Media

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Frequently Asked Questions Regarding Prism Financial Group

What is Prism Financial Group's official website?
Prism Financial Group's official website is www.prismfg.com
What is Prism Financial Group's Revenue?
Prism Financial Group's revenue is <$5 Million
What is Prism Financial Group's SIC code?
Prism Financial Group's SIC: 62,628
What is Prism Financial Group's NAICS code?
Prism Financial Group's NAICS: 52,523
How many employees does Prism Financial Group have?
Prism Financial Group has 1-10 employees
What industry does Prism Financial Group belong to?
Prism Financial Group is in the industry of: Finance, Securities Trading
What is Prism Financial Group competition?
Prism Financial Group top competitors include: Focus Financial Network, Copper Canyon Wealth Management, Sterling Wealth Partners, Wealth Development Group
What companies has Prism Financial Group acquired?
Prism Financial Group has acquired the companies: Aronson, The Washington Management Group, CPAsNET, Salver & Cook
What technology does Prism Financial Group use?
Some of the popular technologies that Prism Financial Group uses are: Cloudflare Website Optimization, Google Universal Analytics, Cloudflare CDN, Smarsh
How do I contact Prism Financial Group?
Prism Financial Group contact info: Phone number: (913) 345-1444 Website: www.prismfg.com
What does Prism Financial Group do?

Aprio Wealth Management LLC is a top 25 business advisory and accounting firm that focuses on helping clients build, preserve, and maximize their wealth. They offer financial planning and disciplined investment strategies tailored to motivated clients seeking professional advice. The firm emphasizes a team approach to developing personalized financ... ial plans and provides guidance and education to help clients achieve their financial goals. Aprio recently acquired Prism Financial Group, enhancing their service offerings in the financial advisory space.Read More

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

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