Surience

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

402 E Yakima Ave Ste 120, Yakima, Washin...

Phone Number

(509) 853-1597

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Surience

Surience Private Wealth specializes in wealth management for successful individuals and families, focusing on aligning wealth with personal values and legacy. They offer disciplined investment management, concierge-level service, and tailored strategies to ensure clarity, security, and growth across generations. The firm emphasizes proactive communication and personalized approaches to financial planning, utilizing proprietary investment platforms to anticipate market trends. Their goal is to safeguard clients' wealth while providing a supportive and informed partnership.Explore more
Popular SearchesSurienceSurience LLCSurience Private WealthSurience Investments and Portfolio ManagementSIC Code 62,628NAICS Code 52,523Show more

Surience Org Chart

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Armand Doucette, President at Surience
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Surience

<$5M
1-10
Private
-
2018
$8.6M
11-50
Private
-
2010
MP
Mindy ParsonsManager, Client Services
<$5M
1-10
Private
-
2021
KB
Kimberly Burdeaux-NealDirector, Client Relations
<$5M
1-10
Private
-
2014
KR
Kristin RasmussenRegistered Investment Advisor
<$5M
1-10
Private
-
2005
JS
Justen SchemmelFinancial Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Surience is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Surience Tech Stack

A closer look at the technologies used by Surience

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Frequently Asked Questions Regarding Surience

What is Surience's official website?
Surience's official website is www.surience.com
What is Surience's Revenue?
Surience's revenue is <$5 Million
What is Surience's SIC code?
Surience's SIC: 62,628
What is Surience's NAICS code?
Surience's NAICS: 52,523
How many employees does Surience have?
Surience has 1-10 employees
What industry does Surience belong to?
Surience is in the industry of: Finance, Securities Trading
What is Surience competition?
Surience top competitors include: KMR Wealth Advisory, Patterson Investment & Retirement Solutions, Sherwood Investment Services, Sterling Total Wealth Solutions
What technology does Surience use?
Some of the popular technologies that Surience uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare CDN
How do I contact Surience?
Surience contact info: Phone number: (509) 853-1597 Website: www.surience.com
What does Surience do?

Surience Private Wealth specializes in wealth management for successful individuals and families, focusing on aligning wealth with personal values and legacy. They offer disciplined investment management, concierge-level service, and tailored strategies to ensure clarity, security, and growth across generations. The firm emphasizes proactive commun... ication and personalized approaches to financial planning, utilizing proprietary investment platforms to anticipate market trends. Their goal is to safeguard clients' wealth while providing a supportive and informed partnership.Read More

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

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