SageSpring Wealth Partners
Highly Engaged Employees
Highly Engaged EmployeesFinance · Tennessee, United States · 51-200 Employees
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Overview
Headquarters
801 Crescent Centre Dr Ste 600, Franklin...Phone Number
(866) 712-1657Website
www.sagespring.comRevenue
$5.8 MillionIndustry
ZI Rank: 3
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
2
3
3
7
3
About SageSpring Wealth Partners
SageSpring Wealth Partners is a firm of more than 130 employees dedicated to improving the company's clients lives through comprehensive financial planning. The company currently have eleven offices across the country: Franklin, TN | Brentwood, TN | Nashville, TN | Knoxville, TN | Columbia, TN | Frisco/Dallas, TX | San Antonio, TX | Omaha, NE | Lincoln, NE | Birmingham, AL | Clarinda, IA Since 2002, the company's purpose has remained the same: to educate and guide the company's clients to reach their highest financial goals. The company listen to the company's clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Everything the company do for the company's clients is based on a foundation of nine core values. Core Values: 1. Always put the company's clients best interests first. 2. Be honest. 3. Teach instead of sell. 4. Earn trust, dont expect it. 5. Dont let emotions cloud judgment. 6. Make time for community. 7. Develop sRead more
SageSpring Wealth Partners Org Chart
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Company Profile Activity
Activity Insights
SageSpring Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
SageSpring Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SageSpring Wealth Partners.
SageSpring Wealth Partners Tech Stack
A closer look at the technologies used by SageSpring Wealth Partners
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Most Recent Scoops
Project
, according to a mid-level source in sales, began leveraging AI-driven personalization and lead scoring within the last three to six months.
Sales, Artificial Intelligence
Project
, according to a mid-level source in sales, is planning to begin leveraging ZoomInfo solutions within the following six months.
Sales
Project
, according to a mid-level source in sales, began leveraging AI-driven customer support and chatbots within the last three to six months.
Sales, Language Technology, Artificial Intelligence, Language
Lateral Move
Executive Move
Brad Bowlin has recently assumed the role of Chief Operating Officer.
Executive Moves, Lateral Move
Project
Data Center, Storage, Spending/Investment, Request for Proposal (RFP), Database, Infrastructure, Data Management, Financial Planning, Data Warehousing, Finance, Financial Strategy
SageSpring Wealth Partners News & Media
SageSpring Wealth Partners Achieves Full Independence with Dynasty Financial Partners
ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners today announced that SageSpring Wealth Partners has joined its industry-leading platform of technology-driven wealth management tools and services. SageSpring was founded in 2002 and is comprised of more than 45 advisor teams who manage approximately $6.4 billion for more than 10,000 individual clients. The firm has nine offices across Tennessee, Alabama, Texas, Nebraska, and Iowa, with plans to expand further. SageSpring was preSageSpring Wealth Partners Names Former NFL Player Winston Justice CEO of Private Wealth
FRANKLIN, Tenn., Dec. 17, 2024 /PRNewswire/ -- SageSpring Wealth Partners, a leading independent wealth management firm, today announced the appointment of Winston Justice as its chief executive officer of SageSpring Private Wealth, effective immediately. Justice, a former NFL offensive...SageSpring Wealth Partners Celebrates Deborah Jenkins' Retirement and Welcomes Brad Clayton as Chief Compliance Officer
FRANKLIN, Tenn., April 23, 2024 /PRNewswire/ -- After 16 years of exemplary service, SageSpring Wealth Partners celebrates the retirement of Deborah Jenkins, and welcomes Brad Clayton as new Chief Compliance Officer. Deborah, a cornerstone of the company's compliance department, leaves...Ten SageSpring Advisors Rank on Forbes 2024 Best-in-State Wealth Advisors List
FRANKLIN, Tenn., April 22, 2024 /PRNewswire/ -- SageSpring Wealth Partners is thrilled to announce ten of its financial advisors have been recognized on the prestigious Forbes Best-in-State list for 2024. These advisors have showcased their exceptional expertise and dedication to their...
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Frequently Asked Questions Regarding SageSpring Wealth Partners
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SageSpring Wealth Partners is a firm of more than 130 employees dedicated to improving the company's clients lives through comprehensive financial planning. The company currently have eleven offices across the country: Franklin, TN | Brentwood, TN | Nashville, TN | Knoxville, TN | Columbia, TN | Frisco/Dallas, TX | San Antonio, TX | Omaha, NE | Lin... Read More
