Skyward Financial

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

4400 Post Oak Pkwy Ste 1460, Houston, Te...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Skyward Financial

As an independent wealth advisory firm, we work closely with select families and individuals who want to simplify their approach to managing their wealth. Whether its a patriarch or matriarch, business owner or executive, we offer financial planning and investment management services that work for the client. And, since Skyward Financial is an independent firm, we can leverage industry experts and best-in-class support on our clients behalf. From the emerging entrepreneur to an established head of family, we strive to provide the best financial planning and investment services possible. In addition, we pride ourselves in the strength of our personal and professional network and proactively connect our clients and connections for their mutual benefit.Explore more
Skyward Financial's Social MediaPopular SearchesSkyward Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Skyward Financial Org Chart

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Vice President, Operations

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MH
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Managing Director

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LM
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Managing Director, Financial Planning

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Office Manager - Registered Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Skyward Financial

<$5M
1-10
Private
-
2021
HP
Hoang PhanVice President, Operations
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5.6M
1-10
Private
-
2002
MP
Mark PetroAdvisor, AIF, Agent
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
2014
VF
Vittorio FrattaDirector and Chief Investment Officer Cedar Asset Management
<$5M
1-10
Private
-
2014
CC
Carlos CelayaWealth Advisor & Owner
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Skyward Financial Tech Stack

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Frequently Asked Questions Regarding Skyward Financial

What is Skyward Financial's official website?
Skyward Financial's official website is www.skywardfin.com
What is Skyward Financial's Revenue?
Skyward Financial's revenue is <$5 Million
What is Skyward Financial's SIC code?
Skyward Financial's SIC: 62,628
What is Skyward Financial's NAICS code?
Skyward Financial's NAICS: 52,523
How many employees does Skyward Financial have?
Skyward Financial has 1-10 employees
What industry does Skyward Financial belong to?
Skyward Financial is in the industry of: Finance, Securities Trading
What is Skyward Financial competition?
Skyward Financial top competitors include: Celaya Wealth Management, Alliance Wealth Advisors, Dowd Financial Group, Sherwood Investment Services
What technology does Skyward Financial use?
Some of the popular technologies that Skyward Financial uses are: Cloudflare Website Optimization, Proofpoint, Microsoft 365, Google Tag Manager
What does Skyward Financial do?

As an independent wealth advisory firm, we work closely with select families and individuals who want to simplify their approach to managing their wealth. Whether its a patriarch or matriarch, business owner or executive, we offer financial planning and investment management services that work for the client. And, since Skyward Financial is an inde... pendent firm, we can leverage industry experts and best-in-class support on our clients behalf. From the emerging entrepreneur to an established head of family, we strive to provide the best financial planning and investment services possible. In addition, we pride ourselves in the strength of our personal and professional network and proactively connect our clients and connections for their mutual benefit.Read More

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

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