Root Financial

Q: What is Root Financial's official website?

Root Financial's official website is www.rootfinancial.co

Q: What is Root Financial's Revenue?

Root Financial's revenue is <$5 Million

Q: How many employees does Root Financial have?

Root Financial has 1-10 employees

Q: What industry does Root Financial belong to?

Root Financial is in the industry of: Business Services , Project Management

Q: What is Root Financial competition?

Root Financial top competitors include: Solved Tax & Accounting , WT Babs Tax & Accounting Services , Oliver Group , Nguyen & Company, CPA

Q: What technology does Root Financial use?

Some of the popular technologies that Root Financial uses are: Google Cloud DNS, Google Universal Analytics, Squarespace Online Stores, Google Cloud Platform

Q: How do I contact Root Financial?

Root Financial contact info: Phone number: (201) 688-7475 Website: www.rootfinancial.co

Q: What does Root Financial do?

Looking for Financing Consulting Services for Your Business? Work with experienced Financial Consultants at Root Financial. Call (201) 688-7475... Read More

Q: What are Root Financial social media links?

Root Financial Linkedin page Root Financial Facebook page

Q: Is Root Financial a public company?

Root Financial is private company therefore does not currently have an official ticker symbol

Business Services · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

155 2nd St, Jersey City, New Jersey, 073...

Phone Number

(201) 688-7475

Website

www.rootfinancial.co

Revenue

<$5 Million

Industry

Business Services

Project Management

ZI Rank: 1

Signal Type

Dec

Jan

Feb

Mar

Apr

May

ZI Rank

About Root Financial

Looking for Financing Consulting Services for Your Business? Work with experienced Financial Consultants at Root Financial. Call (201) 688-7475Explore more

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View contact profiles from Root Financial

Popular SearchesRoot FinancialSIC Code 87,874NAICS Code 54,541Show more

Root Financial Org Chart

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Abhishek Joshi

Manager, Accounting

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Eliza Hand

Accounting Associate

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Accounting Associate

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Compare Similar Companies to Root Financial

Compare insights from companies similar to Root Financial, 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

Root Financial

<$5M

1-10

Private

Abhishek JoshiManager, Accounting

Premier Tax and Finance

<$5M

11-50

Private

2010

Ana HerreraDirector, Marketing

Sanderson & Associates

<$5M

11-50

Private

Gina SandersonPartner

WT Babs Tax & Accounting ...

<$5M

1-10

Private

2016

N/A

Solved Tax & Accounting

<$5M

1-10

Private

2008

N/A

Nguyen & Company, CPA

<$5M

1-10

Private

2014

Gianna NguyenDirector, Accounting & Operational Advisory

Oliver Group

<$5M

1-10

Private

Kevin OliverPresident

View Email Formats for Root Financial

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Root Financial is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

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

Root Financial Tech Stack

A closer look at the technologies used by Root Financial

Google Cloud DNS

Google

Google Universal Analytics

Google

Squarespace Online Stores

Squarespace

Google Cloud Platform

Google

See more technologies

Root Financial News & Media

RIA Edge 100: How Root Financial Found Growth Through Simplicity
Root Financial founder James Conole on how the firm’s simple client message helped it land on this year’s RIA Edge 100 list.
finance.yahoo.com

Top Business Services Companies

Frequently Asked Questions Regarding Root Financial

What is Root Financial's official website?

Root Financial's official website is www.rootfinancial.co

What is Root Financial's Revenue?

Root Financial's revenue is <$5 Million

What is Root Financial's SIC code?

Root Financial's SIC: 87,874

What is Root Financial's NAICS code?

Root Financial's NAICS: 54,541

How many employees does Root Financial have?

Root Financial has 1-10 employees

What industry does Root Financial belong to?

Root Financial is in the industry of: Business Services, Project Management

What is Root Financial competition?

Root Financial top competitors include: Solved Tax & Accounting, WT Babs Tax & Accounting Services, Oliver Group, Nguyen & Company, CPA

What technology does Root Financial use?

Some of the popular technologies that Root Financial uses are: Google Cloud DNS, Google Universal Analytics, Squarespace Online Stores, Google Cloud Platform

How do I contact Root Financial?

Root Financial contact info: Phone number: (201) 688-7475 Website: www.rootfinancial.co

What does Root Financial do?

Looking for Financing Consulting Services for Your Business? Work with experienced Financial Consultants at Root Financial. Call (201) 688-7475... Read More

What are Root Financial social media links?

Root Financial Linkedin page Root Financial Facebook page

Is Root Financial a public company?

Root Financial is private company therefore does not currently have an official ticker symbol

See more information about Root Financial

Root Financial Latest Hires and Their Positions

Root Financial is expanding and recently hired new employees. Here are the latest additions to the team.

Harshitha Anand

Staff Accountant

Joined Mar 1, 2026

Phone

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