Viridian Advisors

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

22232 17th Ave SE Ste 210, Bothell, Wash...

Phone Number

(206) 388-2210

Revenue

$5.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
2
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About Viridian Advisors

Viridian is an independent, 100% employee-owned firm providing comprehensive financial planning, investment management, and tax planning/preparation services to individuals, families, and businesses. Viridian is a Northwest firm, founded in the State of Washington with clients across the United States and overseas. Viridian is built to help businesses, families, and individuals navigate the roadblocks, windfalls, and financial challenges they face. Viridian understands the demands of life can create a complex combination of goals, dreams, setbacks, and realities. At Viridian, clients find professional investment advisors, tax accountants, and financial planners to guide them through these challenges.Explore more
Viridian Advisors's Social MediaPopular SearchesViridian AdvisorsViridian Tax And AccountingViridianViridian InvestmentsViridian Cpa LLCSIC Code 62,628NAICS Code 52,523Show more

Viridian Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Viridian Advisors

$5.9M
11-50
Private
<$5M
2012
AW
Anne WaltmanTax Advisor
$10M
11-50
Private
-
1995
CS
Charlie SmithExecutive VP & Chief Investment Officer
$6.3M
11-50
Private
-
2002
MK
Mark KennyDirector, Advanced Planning
<$5M
11-50
Private
-
1950
TB
Taylor BellChief Operating Officer & Chief Compliance Officer
<$5M
1-10
Private
<$5M
1981
PS
Patrick StuartSenior Manager, Investment
<$5M
1-10
Private
-
1999
Murray Sawyer, Founder, President & Chief Executive Officer at Westover Capital Advisors
Murray SawyerFounder, President & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Viridian Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Viridian Advisors financials insights

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

2020

Debt

$150K

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Viridian Advisors Tech Stack

A closer look at the technologies used by Viridian Advisors

Viridian Advisors News & Media

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Frequently Asked Questions Regarding Viridian Advisors

What is Viridian Advisors's official website?
Viridian Advisors's official website is www.viridianadvisors.com
What is Viridian Advisors's Revenue?
Viridian Advisors's revenue is $5.9 Million
What is Viridian Advisors's SIC code?
Viridian Advisors's SIC: 62,628
What is Viridian Advisors's NAICS code?
Viridian Advisors's NAICS: 52,523
How many employees does Viridian Advisors have?
Viridian Advisors has 11-50 employees
What industry does Viridian Advisors belong to?
Viridian Advisors is in the industry of: Finance, Securities Trading
What is Viridian Advisors competition?
Viridian Advisors top competitors include: Westover Capital Advisors, Colton Groome, Dechtman Wealth Management, Fort Pitt Group
What companies has Viridian Advisors acquired?
Viridian Advisors has acquired the companies: PRW Wealth Management, Hasenberg Financial Group, New England Pension Plan Systems, Smart Investor
What technology does Viridian Advisors use?
Some of the popular technologies that Viridian Advisors uses are: Eploy, Engage ATS, Empetus, Voracio
How do I contact Viridian Advisors?
Viridian Advisors contact info: Phone number: (206) 388-2210 Website: www.viridianadvisors.com
What does Viridian Advisors do?

Viridian is an independent, 100% employee-owned firm providing comprehensive financial planning, investment management, and tax planning/preparation services to individuals, families, and businesses. Viridian is a Northwest firm, founded in the State of Washington with clients across the United States and overseas. Viridian is built to help busines... ses, families, and individuals navigate the roadblocks, windfalls, and financial challenges they face. Viridian understands the demands of life can create a complex combination of goals, dreams, setbacks, and realities. At Viridian, clients find professional investment advisors, tax accountants, and financial planners to guide them through these challenges.Read More

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

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