Sawtooth Solutions
Finance · Minnesota, United States · 11-50 Employees
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Overview
Headquarters
3600 American Blvd W Ste 750, Minneapoli...Phone Number
(952) 831-0039Website
www.sawtootham.comRevenue
$5.2 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
2
1
1
2
1
1
About Sawtooth Solutions
Sawtooth Solutions LLC, an SEC registered investment advisor, provides advice-based solutions through financial advisors that enable them to easily implement their wealth management offering while embedding the pillars of an institutional framework: definable and repeatable investment, sales, and operational processes. Wealth management products and services are delivered through a comprehensive Unified Managed Account (UMA) program and managed within our extensive Salesforce.com integration. Our collaborative approach and open-architecture asset management platform allows each advisor to focus on their most important asset - their investing clients.Explore more
Sawtooth Solutions Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Sawtooth Solutions is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Sawtooth Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sawtooth Solutions.
Sawtooth Solutions financials insights
Gather financial insights about Sawtooth Solutions, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Sawtooth Solutions Tech Stack
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Most Recent Scoops
Mergers & Acquisitions (M&A)
Funding
Sawtooth Solutions has received an SBA PPP loan for $350,000-1 million from Tradition Capital Bank, supporting the retention of 24 jobs.
Left Company
Executive Move
Thomas Rozman, Chief Information Officer & President, has left the organization.
Executive Moves, Personnel Moves, Left Company
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Executive Move
Sawtooth Solutions News & Media
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Frequently Asked Questions Regarding Sawtooth Solutions
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Sawtooth Solutions LLC, an SEC registered investment advisor, provides advice-based solutions through financial advisors that enable them to easily implement their wealth management offering while embedding the pillars of an institutional framework: definable and repeatable investment, sales, and operational processes. Wealth management products an... Read More
