Quaker Wealth Management

Finance · New Jersey, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

70 E Main St, Moorestown, New Jersey, 08...

Phone Number

(856) 222-0110

Revenue

$5.7 Million

Industry

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

About Quaker Wealth Management

Quaker Wealth Management is a premier financial advisory firm located in Moorestown, NJ, specializing in tailored financial strategies for high net-worth individuals and families. They offer a range of services including investment management, financial planning, and legacy planning, focusing on preserving and growing wealth. The firm caters to professionals and business owners, providing strategic financial planning to simplify decision-making and enhance long-term financial security. Quaker Wealth Management emphasizes a relationship-driven approach, ensuring proactive and value-driven advice for their discerning clients.Explore more
Quaker Wealth Management's Social MediaPopular SearchesQuaker Wealth Management LLCQuaker Wealth ManagementQuakerSIC Code 62,628NAICS Code 52,523Show more

Quaker Wealth Management Org Chart

PhoneEmail
ND
United States flag for contact location.

Director, Financial Planning

PhoneEmail
JH
United States flag for contact location.

Director, Client Experience & Marketing

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
PH
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Quaker Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Quaker Wealth Management

Compare insights from companies similar to Quaker Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Quaker Wealth Management

$5.7M
1-10
Private
-
-
ND
Nicholas DeSantisDirector, Financial Planning
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
1962
BN
Barbara NelsonManager, Operations
<$5M
1-10
Private
-
2008
NW
Nicholas WarfChief Compliance Officer & Chief Operating Officer
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2015
JA
Jessica AmayaDirector of Impressions
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Quaker Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Quaker Wealth Management Tech Stack

A closer look at the technologies used by Quaker Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Quaker Wealth Management

What is Quaker Wealth Management's official website?
Quaker Wealth Management's official website is www.quakerwm.com
What is Quaker Wealth Management's Revenue?
Quaker Wealth Management's revenue is $5.7 Million
What is Quaker Wealth Management's SIC code?
Quaker Wealth Management's SIC: 62,628
What is Quaker Wealth Management's NAICS code?
Quaker Wealth Management's NAICS: 52,523
How many employees does Quaker Wealth Management have?
Quaker Wealth Management has 1-10 employees
What industry does Quaker Wealth Management belong to?
Quaker Wealth Management is in the industry of: Finance, Securities Trading
What is Quaker Wealth Management competition?
Quaker Wealth Management top competitors include: Waterford Advisors, TBH Global Asset Management, Focus Financial Network, Ascential Wealth
What technology does Quaker Wealth Management use?
Some of the popular technologies that Quaker Wealth Management uses are: WordPress.org, reCAPTCHA, GoCentral, Barracuda Networks
How do I contact Quaker Wealth Management?
Quaker Wealth Management contact info: Phone number: (856) 222-0110 Website: www.quakerwm.com
What does Quaker Wealth Management do?

Quaker Wealth Management is a premier financial advisory firm located in Moorestown, NJ, specializing in tailored financial strategies for high net-worth individuals and families. They offer a range of services including investment management, financial planning, and legacy planning, focusing on preserving and growing wealth. The firm caters to pro... fessionals and business owners, providing strategic financial planning to simplify decision-making and enhance long-term financial security. Quaker Wealth Management emphasizes a relationship-driven approach, ensuring proactive and value-driven advice for their discerning clients.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.