SWAN Capital
Likely to Engage tag.Highly Engaged Employees

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

107 W Gregory St, Pensacola, Florida, 32...

Phone Number

(850) 380-9558

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
2
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About SWAN Capital

SWAN Capital is an independent financial services firm that specializes in helping individuals and families create tailored retirement strategies using a variety of investment and insurance products. They offer wealth management and asset management services to assist clients in achieving their financial goals. The firm hosts community seminars and webinars to educate clients on retirement planning and financial management. SWAN Capital aims to provide clarity and support for clients transitioning into retirement.Explore more
SWAN Capital's Social MediaPopular SearchesSwan CapitalSWAN Capital LLCSWAN Capital CoSwan LLCSwan Lake LLCSIC Code 62,628NAICS Code 52,523Show more

SWAN Capital Org Chart

Andrew McNair, Chief Executive Officer & Founder at SWAN Capital
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Chief Executive Officer & Founder

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LM
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Director, Marketing

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TP
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Director, Case Design

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Director, Growth & Culture

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RF
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Manager, Digital Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SWAN Capital

<$5M
1-10
Private
<$5M
2012
Andrew McNair, Chief Executive Officer & Founder at SWAN Capital
Andrew McNairCEO & Founder
<$5M
11-50
Private
-
2013
<$5M
11-50
Private
-
2013
PC
Poonnasa CornChief Operating Officer
<$5M
1-10
Private
-
2006
<$5M
1-10
Private
-
2015
CZ
Cortney ZagerOffice Manager
<$5M
1-10
Private
-
2010
DC
David CunninghamPresident & CEO
<$5M
1-10
Private
-
2015
DW
Devin WhiteBusiness Processor & Client Services Representative
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

SWAN Capital financials insights

Gather financial insights about SWAN Capital, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$65K

2024

Debt

$1.8M

See All SWAN Capital's Financials Insights

SWAN Capital Tech Stack

A closer look at the technologies used by SWAN Capital

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Frequently Asked Questions Regarding SWAN Capital

What is SWAN Capital's official website?
SWAN Capital's official website is www.swan-capital.com
What is SWAN Capital's Revenue?
SWAN Capital's revenue is <$5 Million
What is SWAN Capital's SIC code?
SWAN Capital's SIC: 62,628
What is SWAN Capital's NAICS code?
SWAN Capital's NAICS: 52,523
How many employees does SWAN Capital have?
SWAN Capital has 1-10 employees
What industry does SWAN Capital belong to?
SWAN Capital is in the industry of: Finance, Securities Trading
What is SWAN Capital competition?
SWAN Capital top competitors include: Presley Group, Lakeview Retirement Planning, Retirement Income Planning, Sherpa Financial Guides
What technology does SWAN Capital use?
Some of the popular technologies that SWAN Capital uses are: WordPress.org, Cloudflare CDN, YouTube, Flywheel
How do I contact SWAN Capital?
SWAN Capital contact info: Phone number: (850) 380-9558 Website: www.swan-capital.com
What does SWAN Capital do?

SWAN Capital is an independent financial services firm that specializes in helping individuals and families create tailored retirement strategies using a variety of investment and insurance products. They offer wealth management and asset management services to assist clients in achieving their financial goals. The firm hosts community seminars and... webinars to educate clients on retirement planning and financial management. SWAN Capital aims to provide clarity and support for clients transitioning into retirement.Read More

What are SWAN Capital social media links?
SWAN Capital Linkedin page SWAN Capital Twitter page SWAN Capital Facebook page
Who invested in SWAN Capital?
SWAN Capital has 2 investors including The Bancorp and PPP.
Is SWAN Capital a public company?
SWAN Capital is private company therefore does not currently have an official ticker symbol
See more information about SWAN Capital

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