Sagient

Finance · California, United States · 51-200 Employees

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Overview

Headquarters

8383 Wilshire Blvd Ste 600, Beverly Hill...

Phone Number

(323) 965-6300

Revenue

$35.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Sagient

Sagient is a financial advisory firm with a century of combined experience, offering personalized financial guidance tailored to the unique needs of individuals, businesses, and expanding families. Their team of financial advisors, averaging over two decades of expertise, employs innovative strategies to help clients achieve financial freedom and build their legacies. Sagient provides a holistic approach to financial planning, including personal finance, estate, and business strategies, ensuring ongoing support throughout clients' financial journeys. The firm fosters trusting relationships, emphasizing collaboration and a commitment to lifelong learning.Explore more
Sagient's Social MediaPopular SearchesSagientSIC Code 62,628NAICS Code 52,523Show more

Sagient Org Chart

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Financial Services Professional

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Peter Alliegro, Chief Investment Officer at Sagient
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Chief Investment Officer

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JK
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Head of Events

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sagient

$35.6M
51-200
Private
-
-
DM
Darlene McCraryFinancial Services Professional
<$5M
11-50
Private
-
-
JH
Joshua HerlanCEO & Founder
<$5M
11-50
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-
Lauren Dobzinski, Chief Operating Officer at Pointer Financial Advisors
Lauren DobzinskiChief Operating Officer
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2020
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
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N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Sagient Tech Stack

A closer look at the technologies used by Sagient

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Frequently Asked Questions Regarding Sagient

What is Sagient's official website?
Sagient's official website is www.sagientfs.com
What is Sagient's Revenue?
Sagient's revenue is $35.6 Million
What is Sagient's SIC code?
Sagient's SIC: 62,628
What is Sagient's NAICS code?
Sagient's NAICS: 52,523
How many employees does Sagient have?
Sagient has 51-200 employees
What industry does Sagient belong to?
Sagient is in the industry of: Finance, Securities Trading
What is Sagient competition?
Sagient top competitors include: White Rose Wealth Management, Future U Financial, McNamara Wealth Management, Insignia Wealth Advisory ADV
What technology does Sagient use?
Some of the popular technologies that Sagient uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Sagient?
Sagient contact info: Phone number: (323) 965-6300 Website: www.sagientfs.com
What does Sagient do?

Sagient is a financial advisory firm with a century of combined experience, offering personalized financial guidance tailored to the unique needs of individuals, businesses, and expanding families. Their team of financial advisors, averaging over two decades of expertise, employs innovative strategies to help clients achieve financial freedom and b... uild their legacies. Sagient provides a holistic approach to financial planning, including personal finance, estate, and business strategies, ensuring ongoing support throughout clients' financial journeys. The firm fosters trusting relationships, emphasizing collaboration and a commitment to lifelong learning.Read More

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

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