SwitchPoint Financial Planning
Finance · Utah, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
2901 W Blue Grass Blvd Ste 200-26, Lehi,...Phone Number
(801) 753-8538Website
www.switchpointfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About SwitchPoint Financial Planning
SwitchPoint Financial Planning is a fee-only retirement and investment management firm based in Lehi, Utah, and Chandler, Arizona. They provide unbiased, expert financial advice for a flat fee, focusing on helping clients achieve their financial goals. The firm serves a diverse clientele, including high earners, value seekers, and those uncertain about their retirement readiness. With a team of experienced fiduciaries, they emphasize long-term partnerships and tailored investment strategies to minimize conflicts of interest.Explore more
SwitchPoint Financial Planning Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is SwitchPoint Financial Planning your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Congratulate Masked Content for being promoted to Masked Content at SwitchPoint Financial Planning
Earning: See what the market has to say on SwitchPoint Financial Planning recently announced quarterly report
Product Launch: Get notified when SwitchPoint Financial Planning launches new products
Check if SwitchPoint Financial Planning has recently received funding, and reach out quickly before it becomes old news!
Funding: Get notified immidiatlly once SwitchPoint Financial Planning has new funding data
Click to see if SwitchPoint Financial Planning had a recent Job posting/layoffs
Website visits: Recent activity has been detected on your website
SwitchPoint Financial Planning, which may be a good buyer, showed buying intent in Masked Content Topic
Check out if SwitchPoint Financial Planning is spiking on competitors!
Recommended Actions
Find VP level buyers at SwitchPoint Financial Planning
Find 2 more new buyers
Compare Similar Companies to SwitchPoint Financial Planning
Compare insights from companies similar to SwitchPoint Financial Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
SwitchPoint Financial Pla...
<$5M
1-10
Private
-
2016
KW
Kyle WilhelmChief Compliance Officer, Iar & Manager, Operations
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
SwitchPoint Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
SwitchPoint Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SwitchPoint Financial Planning.
SwitchPoint Financial Planning Tech Stack
A closer look at the technologies used by SwitchPoint Financial Planning
See more technologies
Top Finance Companies
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding SwitchPoint Financial Planning
Sign Up For FreeTo access detailed company insights
SwitchPoint Financial Planning is a fee-only retirement and investment management firm based in Lehi, Utah, and Chandler, Arizona. They provide unbiased, expert financial advice for a flat fee, focusing on helping clients achieve their financial goals. The firm serves a diverse clientele, including high earners, value seekers, and those uncertain a... Read More
