Sherpa Financial

Finance · Delaware, United States · 11-50 Employees

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Overview

Headquarters

722 Yorklyn Rd Ste 300, Hockessin, Delaw...

Phone Number

(302) 235-1284

Revenue

$5.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Sherpa Financial

Sherpa Financial provides guidance in planning for retirement with experience in income management so that you don't outlive your savi ngs. We are committed to helping our clients make smart decisions about their wealth while deve loping long term investment strategies.Explore more
Sherpa Financial's Social MediaPopular SearchesSHERPA FinancialSherpa Financial ServicesCity's financialPeter SuccosoSherpa Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Sherpa Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sherpa Financial

$5.1M
11-50
Private
-
1999
$7.9M
1-10
Private
-
1991
DL
Deone LewellingOffice Manager
$6.3M
1-10
Private
-
2007
JI
Jane IariaOffice Manager
<$5M
11-50
Private
<$5M
-
SM
Stephanie MattisonManager, Operations & Business
<$5M
11-50
Private
-
1987
KL
Karen LovellChief Operating Officer
<$5M
1-10
Private
-
1984
AS
Allison SchwartzManager, Client Services
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Sherpa Financial Tech Stack

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Frequently Asked Questions Regarding Sherpa Financial

What is Sherpa Financial's official website?
Sherpa Financial's official website is www.sherpafinancial.com
What is Sherpa Financial's Revenue?
Sherpa Financial's revenue is $5.1 Million
What is Sherpa Financial's SIC code?
Sherpa Financial's SIC: 62,628
What is Sherpa Financial's NAICS code?
Sherpa Financial's NAICS: 52,523
How many employees does Sherpa Financial have?
Sherpa Financial has 11-50 employees
What industry does Sherpa Financial belong to?
Sherpa Financial is in the industry of: Finance, Securities Trading
What is Sherpa Financial competition?
Sherpa Financial top competitors include: JFC Financial Services, Bridgeport Wealth Management, Financial Planning Resources, Smith Wealth Management Group TX
What technology does Sherpa Financial use?
Some of the popular technologies that Sherpa Financial uses are: Cloudflare Website Optimization, Cloudflare CDN, Smarsh, Google Font API
How do I contact Sherpa Financial?
Sherpa Financial contact info: Phone number: (302) 235-1284 Website: www.sherpafinancial.com
What does Sherpa Financial do?

Sherpa Financial provides guidance in planning for retirement with experience in income management so that you don't outlive your savi ngs. We are committed to helping our clients make smart decisions about their wealth while deve loping long term investment strategies.... Read More

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

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