Span Wealth Management

Finance · India · 11-50 Employees

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Overview

Headquarters

N Square 24th Road off Linking Road 904 ...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1

About Span Wealth Management

Span Wealth is dedicated to helping clients achieve financial freedom through a variety of investment options, including mutual funds, portfolio management services, and private equity. With over 29 years of experience, they prioritize nurturing relationships with their clients rather than merely pushing products. The firm is trusted by over 1000 families and focuses on simplifying investment processes to enhance client understanding and confidence. Their commitment to ethical and personalized financial advising has garnered positive testimonials from satisfied clients.Explore more
Popular SearchesSpan Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Span Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Span Wealth Management

<$5M
11-50
Private
-
-
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
1997
KR
Kurt RossiPresident & CEO
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
2010
WM
Walter MegonigalVice President, Wealth Advisor
<$5M
1-10
Private
-
-
MP
Michelle PikePrincipal, Financial Planner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Span Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Span Wealth Management Tech Stack

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Frequently Asked Questions Regarding Span Wealth Management

What is Span Wealth Management's official website?
Span Wealth Management's official website is www.spanwealth.com
What is Span Wealth Management's Revenue?
Span Wealth Management's revenue is <$5 Million
What is Span Wealth Management's SIC code?
Span Wealth Management's SIC: 62,628
What is Span Wealth Management's NAICS code?
Span Wealth Management's NAICS: 52,523
How many employees does Span Wealth Management have?
Span Wealth Management has 11-50 employees
What industry does Span Wealth Management belong to?
Span Wealth Management is in the industry of: Finance, Securities Trading
What is Span Wealth Management competition?
Span Wealth Management top competitors include: ECL Private Wealth Management, Sterling Total Wealth Solutions, Covenant Wealth Advisors, Independent Wealth Management
What technology does Span Wealth Management use?
Some of the popular technologies that Span Wealth Management uses are: WordPress.org, PHP, jQuery Migrate, jQuery
What does Span Wealth Management do?

Span Wealth is dedicated to helping clients achieve financial freedom through a variety of investment options, including mutual funds, portfolio management services, and private equity. With over 29 years of experience, they prioritize nurturing relationships with their clients rather than merely pushing products. The firm is trusted by over 1000 f... amilies and focuses on simplifying investment processes to enhance client understanding and confidence. Their commitment to ethical and personalized financial advising has garnered positive testimonials from satisfied clients.Read More

Is Span Wealth Management a public company?
Span Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Span Wealth Management

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