The InCompass Group

Finance · Florida, United States · 51-200 Employees

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Overview

Headquarters

3277 Fruitville Rd Bldg B, Sarasota, Flo...

Phone Number

(941) 366-0013

Revenue

$17.4 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 2
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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2

About The InCompass Group

The InCompass Group is a financial services and insurance planning network based in Sarasota, Florida, dedicated to helping private investors build wealth and create financial legacies. They offer a comprehensive range of services including financial planning, investment management, and insurance planning, tailored for individuals, business owners, professionals, and their families. The firm emphasizes trust, integrity, and exceptional service, focusing on meeting client needs rather than product sales. With a commitment to personal attention, The InCompass Group serves clients across various states, ensuring they receive professional guidance in managing their financial strategies.Explore more
The InCompass Group's Social MediaPopular SearchesThe Incompass GroupIncompass Wireless IncThe Incompass Group LLCIncompass Group LLCInCompass GroupSIC Code 62,628NAICS Code 52,523Show more

The InCompass Group Org Chart

PhoneEmail
DQ
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Manager, Wealth

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Financial Advisor

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The InCompass Group

$17.4M
51-200
Private
<$5M
2013
DQ
David QuinteroManager, Wealth
$21.6M
51-200
Private
-
2007
N/A
$11.4M
51-200
Private
-
1994
MH
Mark HollowayChief Information Officer
$6.7M
11-50
Private
-
1998
RJ
Renata JaskiewiczFinancial Consultant
$6.2M
11-50
Private
<$5M
1992
Stephen McNear, Chief Operating Officer at Academy Financial
Stephen McNearChief Operating Officer
<$5M
11-50
Private
-
2008
KK
Kathleen KerstenClient Services Administrator
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The InCompass Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

The InCompass Group financials insights

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

2021

Debt

$17K

See All The InCompass Group's Financials Insights

The InCompass Group Tech Stack

A closer look at the technologies used by The InCompass Group

Top Finance Companies

Frequently Asked Questions Regarding The InCompass Group

What is The InCompass Group's official website?
The InCompass Group's official website is www.incompassgroup.com
What is The InCompass Group's Revenue?
The InCompass Group's revenue is $17.4 Million
What is The InCompass Group's SIC code?
The InCompass Group's SIC: 62,628
What is The InCompass Group's NAICS code?
The InCompass Group's NAICS: 52,523
How many employees does The InCompass Group have?
The InCompass Group has 51-200 employees
What industry does The InCompass Group belong to?
The InCompass Group is in the industry of: Finance, Insurance, Securities Trading
What is The InCompass Group competition?
The InCompass Group top competitors include: Pinnacor Financial Group, Mastey Financial Group, S & J Financial, Barone Financial Group
What technology does The InCompass Group use?
Some of the popular technologies that The InCompass Group uses are: reCAPTCHA, Cloudflare Website Optimization, DoubleClick, Google Universal Analytics
How do I contact The InCompass Group?
The InCompass Group contact info: Phone number: (941) 366-0013 Website: www.incompassgroup.com
What does The InCompass Group do?

The InCompass Group is a financial services and insurance planning network based in Sarasota, Florida, dedicated to helping private investors build wealth and create financial legacies. They offer a comprehensive range of services including financial planning, investment management, and insurance planning, tailored for individuals, business owners,... professionals, and their families. The firm emphasizes trust, integrity, and exceptional service, focusing on meeting client needs rather than product sales. With a commitment to personal attention, The InCompass Group serves clients across various states, ensuring they receive professional guidance in managing their financial strategies.Read More

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

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