StrateFi Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

18881 Von Karman Ave Ste 410, Irvine, Ca...

Revenue

<$5 Million

Industry

Finance Business Services Human Resources Management Systems (HRMS)
ZI Rank: 1
Signal Type
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ZI Rank
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About StrateFi Wealth Management

StrateFi Wealth Management is a company that operates in the Finance industry. It employs 5to9 people and has 1Mto5M of revenue. The company is headquartered in Irvine, California.Explore more
StrateFi Wealth Management's Social MediaPopular SearchesStrateFi Wealth ManagementSIC Code 62,87NAICS Code 52,523Show more

StrateFi Wealth Management Org Chart

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KB
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Director, Client Relations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

StrateFi Wealth Managemen...

<$5M
1-10
Private
-
2021
KB
Kimberly Burdeaux-NealDirector, Client Relations
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$6.9M
11-50
Private
-
-
DS
David SchneiderFounder & CEO
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
-
CR
Caitlin ReynoldsClient Service Specialist
<$5M
1-10
Private
-
2005
LW
Leanne WaidRegistered Investment Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

StrateFi Wealth Management Tech Stack

A closer look at the technologies used by StrateFi Wealth Management

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Frequently Asked Questions Regarding StrateFi Wealth Management

What is StrateFi Wealth Management's official website?
StrateFi Wealth Management's official website is www.stratefiwealth.com
What is StrateFi Wealth Management's Revenue?
StrateFi Wealth Management's revenue is <$5 Million
What is StrateFi Wealth Management's SIC code?
StrateFi Wealth Management's SIC: 62,87
What is StrateFi Wealth Management's NAICS code?
StrateFi Wealth Management's NAICS: 52,523
How many employees does StrateFi Wealth Management have?
StrateFi Wealth Management has 1-10 employees
What industry does StrateFi Wealth Management belong to?
StrateFi Wealth Management is in the industry of: Finance, Business Services, Human Resources Management Systems (HRMS)
What is StrateFi Wealth Management competition?
StrateFi Wealth Management top competitors include: Alliance Wealth Advisors, Dowd Financial Group, Sound Wealth Advisors, Principled Wealth Advisors
What technology does StrateFi Wealth Management use?
Some of the popular technologies that StrateFi Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Google Font API, Google Tag Manager
What does StrateFi Wealth Management do?

StrateFi Wealth Management is a company that operates in the Finance industry. It employs 5to9 people and has 1Mto5M of revenue. The company is headquartered in Irvine, California.... Read More

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

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