Sagewell Financial

Banking · 1-10 Employees

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Overview

Phone Number

(617) 397-3764

Revenue

<$5 Million

Industry

Banking Finance Software Financial Software
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Sagewell Financial

Sagewell is a financial technology company that provides tailored banking, investing, and support services specifically designed for retirees. Their offerings include high-interest checking accounts, cash back rewards, and personalized retirement advocacy to help clients navigate financial challenges. With a focus on holistic cash and wealth management, Sagewell aims to enhance the retiree lifestyle through exclusive discounts and savings programs. The company is dedicated to making retirement finances effortless with a user-friendly banking app and dedicated support from retirement advocates.Explore more
Sagewell Financial's Social MediaPopular SearchesSagewell FinancialSagewellSagewell Financial IncSIC Code 60,602NAICS Code 52,522Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sagewell Financial

<$5M
1-10
Private
-
2021
N/A
<$5M
1-10
Private
-
-
JS
Jacqueline SearlesManager, Business
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
ML
Maddie LandsteinerRegistered Representative and Insurance Licensed Producer
<$5M
1-10
Private
-
-
MB
Mark BoltPrincipal Owner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sagewell Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Sagewell Financial Tech Stack

A closer look at the technologies used by Sagewell Financial

Top Banking Companies

Frequently Asked Questions Regarding Sagewell Financial

What is Sagewell Financial's official website?
Sagewell Financial's official website is www.sagewellfinancial.com
What is Sagewell Financial's Revenue?
Sagewell Financial's revenue is <$5 Million
What is Sagewell Financial's SIC code?
Sagewell Financial's SIC: 60,602
What is Sagewell Financial's NAICS code?
Sagewell Financial's NAICS: 52,522
How many employees does Sagewell Financial have?
Sagewell Financial has 1-10 employees
What industry does Sagewell Financial belong to?
Sagewell Financial is in the industry of: Banking, Finance, Software
What is Sagewell Financial competition?
Sagewell Financial top competitors include: Hanover Financial Services, Financial, Novus Wealth, Gretchen Rehm Financial
What technology does Sagewell Financial use?
Some of the popular technologies that Sagewell Financial uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Sagewell Financial?
Sagewell Financial contact info: Phone number: (617) 397-3764 Website: www.sagewellfinancial.com
What does Sagewell Financial do?

Sagewell is a financial technology company that provides tailored banking, investing, and support services specifically designed for retirees. Their offerings include high-interest checking accounts, cash back rewards, and personalized retirement advocacy to help clients navigate financial challenges. With a focus on holistic cash and wealth manage... ment, Sagewell aims to enhance the retiree lifestyle through exclusive discounts and savings programs. The company is dedicated to making retirement finances effortless with a user-friendly banking app and dedicated support from retirement advocates.Read More

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

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