Values Added Financial

Finance · District of Columbia, United States · 1-10 Employees

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Overview

Headquarters

1323 Shepherd St NW 1323, Washington, Di...

Phone Number

(202) 599-0915

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
2
1
1
1

About Values Added Financial

Values Added is a Washington DC-based financial advisory firm that specializes in values-first financial advice and impact investing. The company aims to assist progressive clients nationwide in building financial lives that align with their values and contribute to social impact. Their services include avoiding problem industries, impact investing, and creating personalized financial strategies that support justice causes. Values Added serves a diverse clientele, including impact-oriented inheritors, progressive professionals, and newly-exited startup founders.Explore more
Values Added Financial's Social MediaPopular SearchesValues Added Financial LLCValues Added FinancialValue Added Financial Services IncValue Investment and Management LLCZachary TeutschSIC Code 62,628NAICS Code 52,523Show more

Values Added Financial Org Chart

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JD
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Customer Service Specialist

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TK
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Senior Client Services Specialist

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BP
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Senior Financial Advisor

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AW
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Financial Advisor

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DT
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Senior Financial Advisor

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GK
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Financial Associate & Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Values Added Financial

<$5M
1-10
Private
-
2017
JD
Jessica DiMarcoCustomer Service Specialist
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Values Added Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Values Added Financial Tech Stack

A closer look at the technologies used by Values Added Financial

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Frequently Asked Questions Regarding Values Added Financial

What is Values Added Financial's official website?
Values Added Financial's official website is www.valuesaddedfinancial.com
What is Values Added Financial's Revenue?
Values Added Financial's revenue is <$5 Million
What is Values Added Financial's SIC code?
Values Added Financial's SIC: 62,628
What is Values Added Financial's NAICS code?
Values Added Financial's NAICS: 52,523
How many employees does Values Added Financial have?
Values Added Financial has 1-10 employees
What industry does Values Added Financial belong to?
Values Added Financial is in the industry of: Finance, Securities Trading
What is Values Added Financial competition?
Values Added Financial top competitors include: Poulos Advisors, Vibrance Wealth Management, Stockade Wealth Management, Waterford Advisors
What technology does Values Added Financial use?
Some of the popular technologies that Values Added Financial uses are: Google Cloud DNS, Google Cloud Web Serving, Google Cloud Platform, Google Workspace
How do I contact Values Added Financial?
Values Added Financial contact info: Phone number: (202) 599-0915 Website: www.valuesaddedfinancial.com
What does Values Added Financial do?

Values Added is a Washington DC-based financial advisory firm that specializes in values-first financial advice and impact investing. The company aims to assist progressive clients nationwide in building financial lives that align with their values and contribute to social impact. Their services include avoiding problem industries, impact investing... , and creating personalized financial strategies that support justice causes. Values Added serves a diverse clientele, including impact-oriented inheritors, progressive professionals, and newly-exited startup founders.Read More

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

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