Silvertree

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

2715 Post Rd Ste A, Stevens Point, Wisco...

Phone Number

(715) 544-1610

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Silvertree

Silvertree provides retirement planning and wealth management services tailored for manufacturing professionals in Stevens Point, WI. Their approach combines local insights with national expertise, prioritizing financial security and clarity without the confusion of industry jargon. Silvertree emphasizes prompt service and accessibility, ensuring clients can talk to advisors quickly while receiving collaborative guidance that fills gaps in existing financial plans. With a focus on personalized solutions, they aim to simplify the retirement planning process and empower clients with clear communication.Explore more
Silvertree's Social MediaPopular SearchesSilvertree LLCSilvertree Investments LLCSilver Tree Group LLCSilvertreeSilver Tree Gem IncSIC Code 62,628NAICS Code 52,523Show more

Silvertree Org Chart

PhoneEmail
SR
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Chief Administrative Officer, Summit Financia...

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DD
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President

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Executive Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Silvertree

<$5M
1-10
Private
-
2014
SR
Sarah RichChief Administrative Officer, Summit Financial
$16.3M
1-10
Private
-
1999
WS
Wayne SiskRetirement Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2005
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
DW
Diedra WilliamsClient Relationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Silvertree Tech Stack

A closer look at the technologies used by Silvertree

Silvertree News & Media

  • Perwyn and SilverTree Equity make 'nine-digit euro' acquisition of SALESmango

    Perwyn and SilverTree Equity make 'nine-digit euro' acquisition of SALESmango Submitted 30/11/2021 - 9:38am Perwyn, a family-backed private equity and growth capital investor, has acquired the Krakow-headquartered business SALESmanago, together with its co-investor SilverTree Equity. Perwyn and SilverTree have committed to significant growth equity to fuel SALESmanago’s expansion. This transaction provides the business with further capital and resources to become a global leader in the strategic
  • TLT advises on Dutch acquisition for SilverTree Equity Partners

    TLT advises on Dutch acquisition for SilverTree Equity Partners Submitted 08/04/2021 - 10:18am TLT has leveraged its corporate expertise and strategic alliance with Dutch firm Holla to advise on the acquisition of Idox plc’s Grants Consultancy business by existing client SilverTree Equity Partners, a specialist software and technology focused private equity firm. Grants Consultancy is one of the Netherlands’ leading providers of innovation funding consultancy and data. Idox plc is an AIM-listed
Read more news

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Frequently Asked Questions Regarding Silvertree

What is Silvertree's official website?
Silvertree's official website is www.silvertreeplan.com
What is Silvertree's Revenue?
Silvertree's revenue is <$5 Million
What is Silvertree's SIC code?
Silvertree's SIC: 62,628
What is Silvertree's NAICS code?
Silvertree's NAICS: 52,523
How many employees does Silvertree have?
Silvertree has 1-10 employees
What industry does Silvertree belong to?
Silvertree is in the industry of: Finance, Securities Trading
What is Silvertree competition?
Silvertree top competitors include: Sisk & Associates, Bonnoitt Financial Group, Logic Wealth Strategies, ASC Financial Group
What technology does Silvertree use?
Some of the popular technologies that Silvertree uses are: WordPress.org, PHP, NS1, Google Universal Analytics
How do I contact Silvertree?
Silvertree contact info: Phone number: (715) 544-1610 Website: www.silvertreeplan.com
What does Silvertree do?

Silvertree provides retirement planning and wealth management services tailored for manufacturing professionals in Stevens Point, WI. Their approach combines local insights with national expertise, prioritizing financial security and clarity without the confusion of industry jargon. Silvertree emphasizes prompt service and accessibility, ensuring c... lients can talk to advisors quickly while receiving collaborative guidance that fills gaps in existing financial plans. With a focus on personalized solutions, they aim to simplify the retirement planning process and empower clients with clear communication.Read More

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

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