SharpePoint

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

5090 N 40th St Ste 200, Phoenix, Arizona...

Phone Number

(480) 999-3033

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
2
1
1
1
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1

About SharpePoint

SharpePoint is an independent Registered Investment Advisor that specializes in wealth management and investment strategies tailored for busy professionals. They offer customized financial planning and investment solutions to help clients achieve their financial and life goals. Their SynerG Planning Process provides a comprehensive approach to managing every detail of clients' financial lives, ensuring protection and growth of their wealth. With a commitment to fiduciary responsibility, SharpePoint guides clients through significant financial decisions while adapting to changing circumstances.Explore more
SharpePoint's Social MediaPopular SearchesSharpePoint IncSharpepointSharpepoint LLCSharpe Point Partners LPSharpePoint Private Client GroupSIC Code 62,628NAICS Code 52,523Show more

SharpePoint Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SharpePoint

<$5M
1-10
Private
-
2015
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
1999
Nathaniel Klitzing, Chief Executive Officer & Principal & Wealth Advisor at Cambridge Capital Management
Nathaniel KlitzingCEO & Principal & Wealth Advisor
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

SharpePoint Tech Stack

A closer look at the technologies used by SharpePoint

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Frequently Asked Questions Regarding SharpePoint

What is SharpePoint's official website?
SharpePoint's official website is www.sharpepoint.com
What is SharpePoint's Revenue?
SharpePoint's revenue is <$5 Million
What is SharpePoint's SIC code?
SharpePoint's SIC: 62,628
What is SharpePoint's NAICS code?
SharpePoint's NAICS: 52,523
How many employees does SharpePoint have?
SharpePoint has 1-10 employees
What industry does SharpePoint belong to?
SharpePoint is in the industry of: Finance, Securities Trading
What is SharpePoint competition?
SharpePoint top competitors include: Fortune Wealth Management, Stockade Wealth Management, Vibrance Wealth Management, Cambridge Capital Management
What technology does SharpePoint use?
Some of the popular technologies that SharpePoint uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
How do I contact SharpePoint?
SharpePoint contact info: Phone number: (480) 999-3033 Website: www.sharpepoint.com
What does SharpePoint do?

SharpePoint is an independent Registered Investment Advisor that specializes in wealth management and investment strategies tailored for busy professionals. They offer customized financial planning and investment solutions to help clients achieve their financial and life goals. Their SynerG Planning Process provides a comprehensive approach to mana... ging every detail of clients' financial lives, ensuring protection and growth of their wealth. With a commitment to fiduciary responsibility, SharpePoint guides clients through significant financial decisions while adapting to changing circumstances.Read More

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

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