Thoma Financial

Business Services · Virginia, United States · 1-10 Employees

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Overview

Headquarters

9701 Gayton Grove Rd Ste 9, Richmond, Vi...

Phone Number

(804) 937-9540

Revenue

<$5 Million

Industry

Business Services Finance Project Management Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Thoma Financial

Thoma Financial provides financial consulting services in central Virginia, focusing on building relationships that enhance client value. They specialize in teaching clients how to achieve financial independence and assist small businesses in increasing profits through innovative strategies. Their services include retirement planning and maximizing benefits under Section 125. The company aims to eliminate guesswork and hassle in financial management for their clients.Explore more
Popular SearchesThoma FinancialSIC Code 87,874NAICS Code 54,541Show more

Thoma Financial Org Chart

PhoneEmail
JT
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Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Thoma Financial

<$5M
1-10
Private
-
2005
JT
John ThomaFounder & President
<$5M
1-10
Private
-
2007
Ryan Evans, President at Evolve Advisor Group
Ryan EvansPresident
<$5M
1-10
Private
-
2010
SL
Sara LempaManager, Client Services
<$5M
1-10
Private
-
2009
RW
Robert WasselManaging Partner and Chief Investment Officer
<$5M
1-10
Private
-
2020
RC
Randi CookusManager, Customer Success
<$5M
1-10
Private
-
2007
Matthew Davis, Founder & President at Davis Financial Management
Matthew DavisFounder & President
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Thoma Financial is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Thoma Financial is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Thoma Financial.

Thoma Financial Tech Stack

A closer look at the technologies used by Thoma Financial

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Frequently Asked Questions Regarding Thoma Financial

What is Thoma Financial's official website?
Thoma Financial's official website is www.thomafinancial.com
What is Thoma Financial's Revenue?
Thoma Financial's revenue is <$5 Million
What is Thoma Financial's SIC code?
Thoma Financial's SIC: 87,874
What is Thoma Financial's NAICS code?
Thoma Financial's NAICS: 54,541
How many employees does Thoma Financial have?
Thoma Financial has 1-10 employees
What industry does Thoma Financial belong to?
Thoma Financial is in the industry of: Business Services, Finance, Project Management
What is Thoma Financial competition?
Thoma Financial top competitors include: The Credit Brothers, Potomac Financial Group, Davis Financial Management, Evolve Advisor Group
What technology does Thoma Financial use?
Some of the popular technologies that Thoma Financial uses are: Sentry, WixStores, F5 BIG-IP Platform, Sectigo
How do I contact Thoma Financial?
Thoma Financial contact info: Phone number: (804) 937-9540 Website: www.thomafinancial.com
What does Thoma Financial do?

Thoma Financial provides financial consulting services in central Virginia, focusing on building relationships that enhance client value. They specialize in teaching clients how to achieve financial independence and assist small businesses in increasing profits through innovative strategies. Their services include retirement planning and maximizing... benefits under Section 125. The company aims to eliminate guesswork and hassle in financial management for their clients.Read More

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

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