Strategic Wealth Partners

Finance · United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Strategic Wealth Partners

Portfolio X-Ray measures how strong your investment portfolio truly is by scoring your top ten stock holdings in three critical categories.Explore more
Strategic Wealth Partners's Social MediaPopular SearchesStrategic Wealth PartnersPortfolio X-RayPocket Planner IncSIC Code 62,628NAICS Code 52,523Show more

Strategic Wealth Partners Org Chart

PhoneEmail
SD
United States flag for contact location.

Tax Chief Financial Officer & Director

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
LS
United States flag for contact location.

Senior Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Strategic Wealth Partners your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Strategic Wealth Partners

Compare insights from companies similar to Strategic Wealth Partners, 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

Strategic Wealth Partners

<$5M
11-50
Private
-
-
SD
Steve DiMicheleTax Chief Financial Officer & Director
$6.5M
11-50
Private
-
1974
HM
Henry MercerChief Investment Officer
<$5M
1-10
Private
-
2000
Stephen Haberstroh, Managing Director at CastleKeep Investment Advisors
Stephen HaberstrohManaging Director
<$5M
1-10
Private
-
-
Ryan Ricedorff, President, Certified Financial & Planner at Tribeca Financial
Ryan RicedorffPresident, Certified Financial & Planner
<$5M
11-50
Private
-
2005
AP
Alexander PonchakPartner & Chief Financial Officer
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2018
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Strategic Wealth Partners Tech Stack

A closer look at the technologies used by Strategic Wealth Partners

Top Finance Companies

Frequently Asked Questions Regarding Strategic Wealth Partners

What is Strategic Wealth Partners's official website?
Strategic Wealth Partners's official website is www.portfolioxray.com
What is Strategic Wealth Partners's Revenue?
Strategic Wealth Partners's revenue is <$5 Million
What is Strategic Wealth Partners's SIC code?
Strategic Wealth Partners's SIC: 62,628
What is Strategic Wealth Partners's NAICS code?
Strategic Wealth Partners's NAICS: 52,523
How many employees does Strategic Wealth Partners have?
Strategic Wealth Partners has 11-50 employees
What industry does Strategic Wealth Partners belong to?
Strategic Wealth Partners is in the industry of: Finance, Securities Trading
What is Strategic Wealth Partners competition?
Strategic Wealth Partners top competitors include: Pillar Wealth Management, CastleKeep Investment Advisors, CoastEdge Partners, Blackhawk Wealth Advisors
What technology does Strategic Wealth Partners use?
Some of the popular technologies that Strategic Wealth Partners uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
Who is the CFO of Strategic Wealth Partners?
Strategic Wealth Partners's CFO is Steve DiMichele
What does Strategic Wealth Partners do?

Portfolio X-Ray measures how strong your investment portfolio truly is by scoring your top ten stock holdings in three critical categories.... Read More

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

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.