Southpointe Financial Services

Finance · Pennsylvania, United States · 51-200 Employees

View Company Info for Free

Overview

Headquarters

400 Southpointe Blvd Ste 430, Canonsburg...

Phone Number

(724) 746-4100

Revenue

$32.5 Million

Industry

Finance Securities Trading

About Southpointe Financial Services

Southpointe Financial specializes in providing expert financial services and customized solutions for working professionals and families. Their offerings include retirement planning, investment management, tax-efficient wealth building, and education planning. The company emphasizes tailored advice, down-to-earth expertise, and lifelong planning to help clients achieve their financial goals. Southpointe Financial aims to empower clients to turn their income into long-term wealth with personalized strategies.Explore more
Southpointe Financial Services's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Compare Similar Companies to Southpointe Financial Services

Compare insights from companies similar to Southpointe Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Southpointe Financial Ser...

$32.5M
51-200
Private
-
2005
N/A
$18.5M
51-200
Private
-
2008
$11.7M
51-200
Private
-
1990
JR
Jake RockowerFinancial Advisor
$9.5M
11-50
Private
-
2007
$7.7M
51-200
Private
-
1907
$6M
11-50
Private
-
1992
AP
Allan ProskePresident & CEO & Wealth Advisor
Illustration of an envelope

Southpointe Financial Services Tech Stack

A closer look at the technologies used by Southpointe Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Southpointe Financial Services

What is Southpointe Financial Services's official website?
Southpointe Financial Services's official website is www.southpointefin.com
What is Southpointe Financial Services's Revenue?
Southpointe Financial Services's revenue is $32.5 Million
What is Southpointe Financial Services's SIC code?
Southpointe Financial Services's SIC: 62,628
What is Southpointe Financial Services's NAICS code?
Southpointe Financial Services's NAICS: 52,523
How many employees does Southpointe Financial Services have?
Southpointe Financial Services has 51-200 employees
What industry does Southpointe Financial Services belong to?
Southpointe Financial Services is in the industry of: Finance, Securities Trading
What is Southpointe Financial Services competition?
Southpointe Financial Services top competitors include: North Ridge Securities, LPA Strategic Capital, Rosen Investment Advisors, MNB Investments
What technology does Southpointe Financial Services use?
Some of the popular technologies that Southpointe Financial Services uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, Mailgun
How do I contact Southpointe Financial Services?
Southpointe Financial Services contact info: Phone number: (724) 746-4100 Website: www.southpointefin.com
What does Southpointe Financial Services do?

Southpointe Financial specializes in providing expert financial services and customized solutions for working professionals and families. Their offerings include retirement planning, investment management, tax-efficient wealth building, and education planning. The company emphasizes tailored advice, down-to-earth expertise, and lifelong planning to... help clients achieve their financial goals. Southpointe Financial aims to empower clients to turn their income into long-term wealth with personalized strategies.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.