Snap Projections
Highly Engaged Employees

Q: What is Snap Projections's official website?

Snap Projections's official website is www.snapprojections.com

Q: What is Snap Projections's Revenue?

Snap Projections's revenue is <$5 Million

Q: What is Snap Projections's NAICS code?

Snap Projections's NAICS: 51,513

Q: How many employees does Snap Projections have?

Snap Projections has 1-10 employees

Q: What industry does Snap Projections belong to?

Snap Projections is in the industry of: Financial Software , Software

Q: What is Snap Projections competition?

Snap Projections top competitors include: Hubly , Planworth , Tetrault Wealth Advisory Group

Q: What companies has Snap Projections acquired?

Snap Projections has acquired the companies: RAIT Financial Trust, Taberna Realty Finance Trust, RGT Wealth Advisors, The Roosevelt Investment Group

Q: What technology does Snap Projections use?

Some of the popular technologies that Snap Projections uses are: WordPress.org, Cloudflare Website Optimization, Wistia, Intercom

Q: How do I contact Snap Projections?

Snap Projections contact info: Phone number: (888) 758-7977 Website: www.snapprojections.com

Q: What does Snap Projections do?

Snap Projections provides financial planning software tailored for Canadian Financial Advisors, Planners, and Wealth Managers, enabling them to enhance their assets under management (AUM) and generate more referrals. The software is designed to streamline the financial planning process, offering features that allow for quick scenario comparisons an... d personalized client reports. It caters to various professionals, including Investment Advisors, Insurance Advisors, Tax Planners, and Corporate Planners, ensuring a comprehensive approach to financial management. With a focus on user-friendly interfaces and exceptional customer support, Snap Projections aims to improve client engagement and satisfaction. Read More

Financial Software · Canada · 1-10 Employees

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Overview

Headquarters

4310 Sherwoodtowne Blvd 100, Mississauga...

Phone Number

(888) 758-7977

Website

www.snapprojections.com

Revenue

<$5 Million

Industry

Financial Software

Software

About Snap Projections

Snap Projections provides financial planning software tailored for Canadian Financial Advisors, Planners, and Wealth Managers, enabling them to enhance their assets under management (AUM) and generate more referrals. The software is designed to streamline the financial planning process, offering features that allow for quick scenario comparisons and personalized client reports. It caters to various professionals, including Investment Advisors, Insurance Advisors, Tax Planners, and Corporate Planners, ensuring a comprehensive approach to financial management. With a focus on user-friendly interfaces and exceptional customer support, Snap Projections aims to improve client engagement and satisfaction.Explore more

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View contact profiles from Snap Projections

SIC Code 73,737NAICS Code 51,513Show more

Snap Projections Org Chart

Phone

Leigh Martinson

Manager, Customer Success

Phone

Jim Kort

Product Manager

Phone

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Aaron Halbert

Account Executive

Phone

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Snap Projections

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2014

Leigh MartinsonManager, Customer Success

Tetrault Wealth Advisory ...

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Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager

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Joe YingTeam Lead, Development

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Snap Projections Tech Stack

A closer look at the technologies used by Snap Projections

WordPress.org

Automattic

Cloudflare Website Optimization

Cloudflare

Wistia

Intercom

See more technologies

Top Financial Software Companies

Frequently Asked Questions Regarding Snap Projections

What is Snap Projections's official website?

Snap Projections's official website is www.snapprojections.com

What is Snap Projections's Revenue?

Snap Projections's revenue is <$5 Million

What is Snap Projections's SIC code?

Snap Projections's SIC: 73,737

What is Snap Projections's NAICS code?

Snap Projections's NAICS: 51,513

How many employees does Snap Projections have?

Snap Projections has 1-10 employees

What industry does Snap Projections belong to?

Snap Projections is in the industry of: Financial Software, Software

What is Snap Projections competition?

Snap Projections top competitors include: Hubly, Planworth, Tetrault Wealth Advisory Group

What companies has Snap Projections acquired?

Snap Projections has acquired the companies: RAIT Financial Trust, Taberna Realty Finance Trust, RGT Wealth Advisors, The Roosevelt Investment Group

What technology does Snap Projections use?

Some of the popular technologies that Snap Projections uses are: WordPress.org, Cloudflare Website Optimization, Wistia, Intercom

How do I contact Snap Projections?

Snap Projections contact info: Phone number: (888) 758-7977 Website: www.snapprojections.com

What does Snap Projections do?

What are Snap Projections social media links?

Snap Projections Linkedin page Snap Projections Twitter page

Is Snap Projections a public company?

Snap Projections is private company therefore does not currently have an official ticker symbol

See more information about Snap Projections

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