Prism Fund Solutions

Finance · 1-10 Employees

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Overview

Phone Number

(727) 580-6006

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Prism Fund Solutions

Prism Fund Solutions, Inc. is a fee-based fiduciary investment advisor that provides guidance, oversight, and risk management solutions for retirement plan fiduciaries, plan participants, and individual investors. The firm focuses on helping clients achieve their financial goals through specialized services and cutting-edge software systems. Its clientele includes individuals, families, and both for-profit and non-profit companies seeking effective retirement plan performance and design. Founded in 2002 and regulated by the State of Florida, Prism aims to deliver high-quality, low-cost investment management services.Explore more
Popular SearchesPrism Fund Solutions IncSIC Code 62,628NAICS Code 52,523Show more

Prism Fund Solutions Org Chart

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Daniel Edwards, Founder at Prism Fund Solutions

Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prism Fund Solutions

<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2013
<$5M
11-50
Private
-
1984
CE
Carissa EberleClient Relationship Manager
<$5M
1-10
Private
-
2008
NW
Nicholas WarfChief Compliance Officer & Chief Operating Officer
<$5M
1-10
Private
-
2011
JR
John RichardsonCertified Financial Planner (Cfp)
<$5M
1-10
Private
<$5M
1998
<$5M
1-10
Private
-
2014
Mark Alcorn, President & Wealth Advisor at Diversified Wealth Management Solutions
Mark AlcornPresident & Wealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Prism Fund Solutions Tech Stack

A closer look at the technologies used by Prism Fund Solutions

Top Finance Companies

Frequently Asked Questions Regarding Prism Fund Solutions

What is Prism Fund Solutions's official website?
Prism Fund Solutions's official website is www.prismfundsolutions.com
What is Prism Fund Solutions's Revenue?
Prism Fund Solutions's revenue is <$5 Million
What is Prism Fund Solutions's SIC code?
Prism Fund Solutions's SIC: 62,628
What is Prism Fund Solutions's NAICS code?
Prism Fund Solutions's NAICS: 52,523
How many employees does Prism Fund Solutions have?
Prism Fund Solutions has 1-10 employees
What industry does Prism Fund Solutions belong to?
Prism Fund Solutions is in the industry of: Finance, Securities Trading
What is Prism Fund Solutions competition?
Prism Fund Solutions top competitors include: Potomac Wealth Management, FRS Capital Management, TBH Global Asset Management, RED Seven
What technology does Prism Fund Solutions use?
Some of the popular technologies that Prism Fund Solutions uses are: GoCentral, Google Font API, Microsoft 365, GoDaddy DNS
How do I contact Prism Fund Solutions?
Prism Fund Solutions contact info: Phone number: (727) 580-6006 Website: www.prismfundsolutions.com
What does Prism Fund Solutions do?

Prism Fund Solutions, Inc. is a fee-based fiduciary investment advisor that provides guidance, oversight, and risk management solutions for retirement plan fiduciaries, plan participants, and individual investors. The firm focuses on helping clients achieve their financial goals through specialized services and cutting-edge software systems. Its cl... ientele includes individuals, families, and both for-profit and non-profit companies seeking effective retirement plan performance and design. Founded in 2002 and regulated by the State of Florida, Prism aims to deliver high-quality, low-cost investment management services.Read More

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

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