The Willms Group

Financial Software · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

1035 W Glen Oaks Ln Ste 204, Mequon, Wis...

Phone Number

(262) 241-4041

Revenue

<$5 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About The Willms Group

Quant IX Software offers Investment Account Manager, a desktop-based portfolio management solution designed for independent investors. With over 40 years of experience, it provides essential tools to manage various investment portfolios securely without exposing personal data. The software includes features like comprehensive reporting, asset allocation, and rebalancing for single or multiple portfolios. It aims to assist individual investors of all experience levels by offering a 60-day free trial with no credit card required.Explore more
Popular SearchesThe Willms GroupThewillmsgroup ComWillims GroupSIC Code 73,737NAICS Code 51,513Show more

The Willms Group Org Chart

PhoneEmail
Matthew Willms, President & Co-Founder at The Willms Group
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President & Co-Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Willms Group

<$5M
11-50
Private
-
-
Matthew Willms, President & Co-Founder at The Willms Group
Matthew WillmsPresident & Co-Founder
$5M
11-50
Private
-
2000
<$5M
1-10
Private
-
2003
N/A
<$5M
11-50
Private
-
1999
N/A
<$5M
1-10
Private
-
2000
JB
Jon BeardsleyChief Compliance Officer & Financial Advisor
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

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Activity Insights

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

What does this means?

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

The Willms Group Tech Stack

A closer look at the technologies used by The Willms Group

Top Financial Software Companies

Frequently Asked Questions Regarding The Willms Group

What is The Willms Group's official website?
The Willms Group's official website is www.thewillmsgroup.com
What is The Willms Group's Revenue?
The Willms Group's revenue is <$5 Million
What is The Willms Group's SIC code?
The Willms Group's SIC: 73,737
What is The Willms Group's NAICS code?
The Willms Group's NAICS: 51,513
How many employees does The Willms Group have?
The Willms Group has 11-50 employees
What industry does The Willms Group belong to?
The Willms Group is in the industry of: Financial Software, Software
What is The Willms Group competition?
The Willms Group top competitors include: Journey Capital Advisers, Spyglass Investment Management, Oarsman Capital, Money Manager
What technology does The Willms Group use?
Some of the popular technologies that The Willms Group uses are: Sectigo, Google Workspace, Gmail, Liquidweb
How do I contact The Willms Group?
The Willms Group contact info: Phone number: (262) 241-4041 Website: www.thewillmsgroup.com
What does The Willms Group do?

Quant IX Software offers Investment Account Manager, a desktop-based portfolio management solution designed for independent investors. With over 40 years of experience, it provides essential tools to manage various investment portfolios securely without exposing personal data. The software includes features like comprehensive reporting, asset alloc... ation, and rebalancing for single or multiple portfolios. It aims to assist individual investors of all experience levels by offering a 60-day free trial with no credit card required.Read More

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

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