Root Assets

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

11135 E Golf Links Rd, Tucson, Arizona, ...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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1
1
1
1

About Root Assets

Root Assets offers secure and personalized wealth management services with a focus on eliminating debt and building a financial legacy for clients. They provide a unique approach by identifying lost funds and redirecting them towards wealth growth without incurring fees. Their target clients include individuals seeking financial peace of mind, those struggling with debt, and anyone looking to secure a stable retirement. Root Assets promises a no-cost discovery appointment and ongoing support to help clients achieve true financial freedom.Explore more
Root Assets's Social MediaPopular SearchesRoot AssetsSIC Code 62,628NAICS Code 52,523Show more

Root Assets Org Chart

PhoneEmail
JS
United States flag for contact location.

Owner and Agent

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Root Assets

<$5M
1-10
Private
-
2014
JS
Jeffrey SchultzOwner and Agent
$10.3M
11-50
Private
-
2019
David Kinney, President at The Payment Experts
David KinneyPresident
$9.6M
11-50
Private
-
-
Christine Dillin, Co-Chief Operating Officer at Virtus Financial Group
Christine DillinCo-Chief Operating Officer
$5.8M
1-10
Private
-
2020
ZH
ZaK HillSales Associate
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
Stephen Roseman, Founder, Chairman & Chief Executive Officer at 1970 Group
Stephen RosemanFounder, Chairman & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Root Assets is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Root Assets Tech Stack

A closer look at the technologies used by Root Assets

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Frequently Asked Questions Regarding Root Assets

What is Root Assets's official website?
Root Assets's official website is www.rootassets.com
What is Root Assets's Revenue?
Root Assets's revenue is <$5 Million
What is Root Assets's SIC code?
Root Assets's SIC: 62,628
What is Root Assets's NAICS code?
Root Assets's NAICS: 52,523
How many employees does Root Assets have?
Root Assets has 1-10 employees
What industry does Root Assets belong to?
Root Assets is in the industry of: Finance, Securities Trading
What is Root Assets competition?
Root Assets top competitors include: TASS Enterprises, BBig Financial Solutions, Virtus Financial Group, The Payment Experts
What technology does Root Assets use?
Some of the popular technologies that Root Assets uses are: Cloudflare Website Optimization, Cloudflare CDN
What does Root Assets do?

Root Assets offers secure and personalized wealth management services with a focus on eliminating debt and building a financial legacy for clients. They provide a unique approach by identifying lost funds and redirecting them towards wealth growth without incurring fees. Their target clients include individuals seeking financial peace of mind, thos... e struggling with debt, and anyone looking to secure a stable retirement. Root Assets promises a no-cost discovery appointment and ongoing support to help clients achieve true financial freedom.Read More

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

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