Wakefield Venture Group

Finance · Tennessee, United States · 11-50 Employees

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Overview

Headquarters

25 W Broad St Ste 7, Cookeville, Tenness...

Phone Number

(931) 650-3777

Revenue

$5.2 Million

Industry

Finance Venture Capital & Private Equity
ZI Rank: 1
Signal Type
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ZI Rank
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About Wakefield Venture Group

Wakefield Venture Group is a fee-only fiduciary financial services firm located in Cookeville and Crossville, specializing in retirement and tax planning. They provide tailored wealth management solutions aimed at helping pre-retirees and retirees create dependable income, reduce lifetime taxes, and make informed financial decisions. The firm is committed to delivering personalized service and ethical guidance to improve clients' long-term financial success. Their experienced team works collaboratively with clients to navigate financial transitions and achieve their goals.Explore more
Wakefield Venture Group's Social MediaPopular SearchesWakefield Venture GroupWakefield Ventures LLCWakefield Venture Capital Associates IncWakefield Venture LLCwakefieldventuregroup.comSIC Code 62,628NAICS Code 52,523Show more

Wakefield Venture Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wakefield Venture Group

$5.2M
11-50
Private
-
2000
CW
Chris WakefieldFinancial Advisor
$25.8M
11-50
Private
$282M
1995
LG
Luke GroesbeckCo-Founder & CEO
$24.1M
11-50
Private
-
1970
Saar Gur, General Partner at Charles River Ventures
Saar GurGeneral Partner
$22.6M
11-50
Private
-
2015
Jonathan Whittle, Co-Founder & Managing Partner (Latin America) at Quona Capital
Jonathan WhittleCo-Founder & Managing Partner (Latin America)
$5.8M
11-50
Private
-
1988
Charles Rothstein, Founding Partner at Beringea
Charles RothsteinFounding Partner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wakefield Venture Group Tech Stack

A closer look at the technologies used by Wakefield Venture Group

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Frequently Asked Questions Regarding Wakefield Venture Group

What is Wakefield Venture Group's official website?
Wakefield Venture Group's official website is www.wakefieldventuregroup.com
What is Wakefield Venture Group's Revenue?
Wakefield Venture Group's revenue is $5.2 Million
What is Wakefield Venture Group's SIC code?
Wakefield Venture Group's SIC: 62,628
What is Wakefield Venture Group's NAICS code?
Wakefield Venture Group's NAICS: 52,523
How many employees does Wakefield Venture Group have?
Wakefield Venture Group has 11-50 employees
What industry does Wakefield Venture Group belong to?
Wakefield Venture Group is in the industry of: Finance, Venture Capital & Private Equity
What is Wakefield Venture Group competition?
Wakefield Venture Group top competitors include: Charles River Ventures, Foundation Capital, Quona Capital, Beringea
What technology does Wakefield Venture Group use?
Some of the popular technologies that Wakefield Venture Group uses are: Cloudflare Website Optimization, Google Cloud DNS, Smarsh, Google Cloud Platform
How do I contact Wakefield Venture Group?
Wakefield Venture Group contact info: Phone number: (931) 650-3777 Website: www.wakefieldventuregroup.com
What does Wakefield Venture Group do?

Wakefield Venture Group is a fee-only fiduciary financial services firm located in Cookeville and Crossville, specializing in retirement and tax planning. They provide tailored wealth management solutions aimed at helping pre-retirees and retirees create dependable income, reduce lifetime taxes, and make informed financial decisions. The firm is co... mmitted to delivering personalized service and ethical guidance to improve clients' long-term financial success. Their experienced team works collaboratively with clients to navigate financial transitions and achieve their goals.Read More

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

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