SecureVest Financial Group
Finance · New Jersey, United States · 51-200 Employees
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Overview
Headquarters
163 Madison Ave Ste 405, Morristown, New...Phone Number
(973) 605-8400Website
www.securevest.comRevenue
$21.7 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
2
1
1
1
2
About SecureVest Financial Group
SecureVest Financial Group is a full-service brokerage firm specializing in fixed income securities, originally founded in 1981. The company serves a diverse clientele, including prestigious financial institutions, small to medium-sized investment advisory firms, and high net worth individuals. They trade and maintain inventories in various securities such as municipal bonds, corporate bonds, and mortgage-backed securities. With locations in New Jersey and Florida, SecureVest is well-equipped to provide clients with access to their inventory and liquidity as needed.Explore more
SecureVest Financial Group Org Chart
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Company Profile Activity
Activity Insights
SecureVest Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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SecureVest Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SecureVest Financial Group.
SecureVest Financial Group financials insights
Gather financial insights about SecureVest Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
SecureVest Financial Group Tech Stack
A closer look at the technologies used by SecureVest Financial Group
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Most Recent Scoops
Project
An internal source has indicated that the organization is planning to invest in conversational intelligence tools (revenue intelligence platforms).
Spending/Investment, Customer Engagement
Project
An internal source has indicated that the organization is planning to evaluate sales intelligence tools within the next three to six months.
Sales
Funding
SecureVest Financial Group has received an SBA PPP loan for $350,000-1 million from Peapack-Gladstone Bank, supporting the retention of 31 jobs.
Funding
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Frequently Asked Questions Regarding SecureVest Financial Group
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SecureVest Financial Group is a full-service brokerage firm specializing in fixed income securities, originally founded in 1981. The company serves a diverse clientele, including prestigious financial institutions, small to medium-sized investment advisory firms, and high net worth individuals. They trade and maintain inventories in various securit... Read More
