Spencer Frank
Finance · Wisconsin, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
11201 N Port Washington Rd, Mequon, Wisc...Phone Number
(262) 241-5988Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Spencer Frank
Spencer Frank at Stifel in Mequon, WI offers a complete range of financial services for high net worth investors, focusing on developing customized investment strategies to meet individual needs and goals. With over 25 years of experience, Spencer takes a holistic approach to wealth management, helping clients manage their financial lives and pursue their objectives. Stifel, founded in 1890, is one of the nation's largest wealth management firms, known for its dedicated team of over 2,300 financial advisors committed to providing outstanding service and financial planning expertise.Explore more
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Spencer Frank your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Congratulate Masked Content for being promoted to Masked Content at Spencer Frank
Click to see if Spencer Frank had a recent Job posting/layoffs
Product Launch: Get notified when Spencer Frank launches new products
Spencer Frank, which may be a good buyer, showed buying intent in Masked Content Topic
Check if Spencer Frank has recently received funding, and reach out quickly before it becomes old news!
Check out if Spencer Frank is spiking on competitors!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Website visits: Recent activity has been detected on your website
Funding: Get notified immidiatlly once Spencer Frank has new funding data
Earning: See what the market has to say on Spencer Frank recently announced quarterly report
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 2 more new buyers
Compare Similar Companies to Spencer Frank
Compare insights from companies similar to Spencer Frank, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Spencer Frank
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
DL
Dale LewisVice President and Investments. Portfolio Manager - Solutions Program
Company Profile Activity
Activity Insights
Spencer Frank is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Spencer Frank is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Spencer Frank.
Spencer Frank Tech Stack
A closer look at the technologies used by Spencer Frank
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Spencer Frank
Sign Up For FreeTo access detailed company insights
Spencer Frank at Stifel in Mequon, WI offers a complete range of financial services for high net worth investors, focusing on developing customized investment strategies to meet individual needs and goals. With over 25 years of experience, Spencer takes a holistic approach to wealth management, helping clients manage their financial lives and pursu... Read More
