Sachetta
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
600 Market St Ste 684, Lynnfield, Massac...Phone Number
(781) 233-4138Website
www.sachetta.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
1
1
1
1
1
About Sachetta
Sachetta is a fee-only fiduciary advisory firm that specializes in wealth management services, including financial planning, investment management, tax planning and preparation, and risk management. The firm caters to clients such as quiet millionaires, busy professionals, Sandwich Gen X individuals, and those dealing with inheritance or estate matters. Their integrated approach ensures that clients receive comprehensive support without being handed off between different providers. Sachetta's advisors are committed to acting in the best interest of their clients, providing thoughtful advice and a clear process for achieving long-term financial goals.Explore more
Sachetta Org Chart
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Activity Insights
Sachetta is experiencing very low activity levels compared to other companies in the Finance sector.
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Sachetta financials insights
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2020
Debt
$150K
Sachetta Tech Stack
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Mergers & Acquisitions (M&A)
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Funding
Sachetta has received an SBA PPP loan for $150,000-350,000 from Everett Co-operative Bank, supporting the retention of 16 jobs.
Funding
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Sachetta is a fee-only fiduciary advisory firm that specializes in wealth management services, including financial planning, investment management, tax planning and preparation, and risk management. The firm caters to clients such as quiet millionaires, busy professionals, Sandwich Gen X individuals, and those dealing with inheritance or estate mat... Read More
