Prosperous Financial Group

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

40 SW 13th St Ste 904, Miami, Florida, 3...

Revenue

<$5 Million

Industry

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

About Prosperous Financial Group

Prosperous Financial Group is a boutique advisory firm that specializes in life insurance premium finance and cross-border estate planning. They cater to high-net-worth families, private banks, advisors, and family offices, providing institutional-grade solutions that protect wealth and ensure tax-efficient transfers across generations. Their services include estate and legacy planning, premium finance advisory, and tailored cross-border wealth strategies. The firm is known for its personalized approach, experienced professionals, and a proven track record in achieving superior financial outcomes for clients.Explore more
Prosperous Financial Group's Social MediaPopular SearchesProsperous Financial GroupProsperous Financial Group LLCSIC Code 62,628NAICS Code 52,523Show more

Prosperous Financial Group Org Chart

Josef Schiffer, Chief Executive Officer & Founder at Prosperous Financial Group
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Chief Executive Officer & Founder

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AM
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Business Development Manager

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Business Development Manager

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Business Development Manager (Brazil)

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Business Development Manager

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Business Development Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prosperous Financial Grou...

<$5M
1-10
Private
-
-
Josef Schiffer, Chief Executive Officer & Founder at Prosperous Financial Group
Josef SchifferCEO & Founder
$6.2M
11-50
Private
-
2002
SC
Simon CarolinaDeputy Controller & Operations Specialist
<$5M
1-10
Private
-
1997
KS
Kim SandsManager, Client Services
<$5M
11-50
Private
-
2013
CL
Charles LopezBusiness Development Head (Asia)
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2018
LR
Lexi RagerOffice Manager
<$5M
1-10
Private
-
-
Dale Lam, President at Strategent Financial
Dale LamPresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Prosperous Financial Group Tech Stack

A closer look at the technologies used by Prosperous Financial Group

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Frequently Asked Questions Regarding Prosperous Financial Group

What is Prosperous Financial Group's official website?
Prosperous Financial Group's official website is www.prosperousfg.com
What is Prosperous Financial Group's Revenue?
Prosperous Financial Group's revenue is <$5 Million
What is Prosperous Financial Group's SIC code?
Prosperous Financial Group's SIC: 62,628
What is Prosperous Financial Group's NAICS code?
Prosperous Financial Group's NAICS: 52,523
How many employees does Prosperous Financial Group have?
Prosperous Financial Group has 1-10 employees
What industry does Prosperous Financial Group belong to?
Prosperous Financial Group is in the industry of: Finance, Securities Trading
What is Prosperous Financial Group competition?
Prosperous Financial Group top competitors include: NuVerse Advisors, Strategent Financial, Pointer Creek Wealth Management, Marquis Wealth Management Group
What technology does Prosperous Financial Group use?
Some of the popular technologies that Prosperous Financial Group uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Google Workspace
What does Prosperous Financial Group do?

Prosperous Financial Group is a boutique advisory firm that specializes in life insurance premium finance and cross-border estate planning. They cater to high-net-worth families, private banks, advisors, and family offices, providing institutional-grade solutions that protect wealth and ensure tax-efficient transfers across generations. Their servi... ces include estate and legacy planning, premium finance advisory, and tailored cross-border wealth strategies. The firm is known for its personalized approach, experienced professionals, and a proven track record in achieving superior financial outcomes for clients.Read More

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

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