Sagecrest Wealth Management

Finance · California, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

1510 Fashion Island Blvd Ste 380, San Ma...

Phone Number

(800) 350-4500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Sagecrest Wealth Management

SageCrest Wealth Management, based in San Mateo, CA, specializes in providing personalized wealth management services aimed at ensuring financial wellness for families. Established in 1950, the firm focuses on thoughtful planning for life and legacy, offering services such as retirement planning, investment strategies, and estate management. Their target clients include individuals and small businesses seeking to enhance their financial strategies and make informed decisions about their financial futures. The company prides itself on building strong relationships with clients to create tailored financial plans that instill confidence.Explore more
Sagecrest Wealth Management's Social MediaPopular SearchesSageCrest Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Sagecrest Wealth Management Org Chart

PhoneEmail
JH
United States flag for contact location.

Vice President, Investment Operations & Contr...

PhoneEmail

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

Director, Financial Planning & Compliance

PhoneEmail

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

Is Sagecrest 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 Sagecrest Wealth Management

Compare insights from companies similar to Sagecrest 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

Sagecrest Wealth Manageme...

<$5M
11-50
Private
-
1950
JH
Jerald HendersonVice President, Investment Operations & Controller
$18.1M
51-200
Private
-
1992
JM
John MelnickTeam Director
$6M
11-50
Private
-
2006
BZ
Bennett ZabaManaging Director
$5.6M
11-50
Private
-
-
HB
Hemant BeniwalFinancial Planning for
<$5M
11-50
Private
<$5M
2016
CM
Christopher MillerPartner, Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Sagecrest Wealth Management Tech Stack

A closer look at the technologies used by Sagecrest Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Sagecrest Wealth Management

What is Sagecrest Wealth Management's official website?
Sagecrest Wealth Management's official website is www.sagecrestwealth.com
What is Sagecrest Wealth Management's Revenue?
Sagecrest Wealth Management's revenue is <$5 Million
What is Sagecrest Wealth Management's SIC code?
Sagecrest Wealth Management's SIC: 62,628
What is Sagecrest Wealth Management's NAICS code?
Sagecrest Wealth Management's NAICS: 52,523
How many employees does Sagecrest Wealth Management have?
Sagecrest Wealth Management has 11-50 employees
What industry does Sagecrest Wealth Management belong to?
Sagecrest Wealth Management is in the industry of: Finance, Securities Trading
What is Sagecrest Wealth Management competition?
Sagecrest Wealth Management top competitors include: wiseNRI, Reilly Financial Group, Calle Financial Network, Personal Wealth Advisory
What technology does Sagecrest Wealth Management use?
Some of the popular technologies that Sagecrest Wealth Management uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, FMG Suite
How do I contact Sagecrest Wealth Management?
Sagecrest Wealth Management contact info: Phone number: (800) 350-4500 Website: www.sagecrestwealth.com
What does Sagecrest Wealth Management do?

SageCrest Wealth Management, based in San Mateo, CA, specializes in providing personalized wealth management services aimed at ensuring financial wellness for families. Established in 1950, the firm focuses on thoughtful planning for life and legacy, offering services such as retirement planning, investment strategies, and estate management. Their... target clients include individuals and small businesses seeking to enhance their financial strategies and make informed decisions about their financial futures. The company prides itself on building strong relationships with clients to create tailored financial plans that instill confidence.Read More

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