Sunesis Advisors
Finance · Kansas, United States · 1-10 Employees
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Overview
Headquarters
6750 W 93rd St Ste 100, Overland Park, K...Phone Number
(913) 815-4460Website
www.sunesisadvisors.comRevenue
<$5 MillionIndustry
About Sunesis Advisors
Sunesis Advisors acts as an agent for families, facilitating and sourcing the professionals, products, and services they require. The company specializes in helping families organize, strategize, and implement plans to maximize the utility of their financial and non-financial assets. They provide ongoing monitoring and recommendations based on changes in family needs or external environments. Their services are designed to enhance transparency and adapt to the evolving requirements of their clients.Explore more
SIC Code 62,628NAICS Code 52,523Show moreSunesis Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
<$5M
2014
AZ
Adrienne ZingrichChief Operating Officer & Chief Compliance Officer & Certified Financial Planner
<$5M
1-10
Private
-
1988
CW
Christopher WildePresident & Head Chief Financial Officer, Family Office Services
Sunesis Advisors Tech Stack
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Sunesis Advisors acts as an agent for families, facilitating and sourcing the professionals, products, and services they require. The company specializes in helping families organize, strategize, and implement plans to maximize the utility of their financial and non-financial assets. They provide ongoing monitoring and recommendations based on chan... Read More
