Way Financial

Insurance · California, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

3021 Citrus Cir Ste 290, Walnut Creek, C...

Revenue

<$5 Million

Industry

Insurance Business Services Project Management
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Way Financial

Way Financial is an established Insurance Consulting and Employee Benefits Advisors firm that provides group benefits and individual insurance services. They cater to businesses, employers, employees, and individuals throughout the Bay Area and California, offering innovative plan design and expert advice on funding strategies. With a focus on helping clients achieve their financial goals, Way Financial provides various insurance products including life, disability, and long-term care insurance. Their commitment to client service is reflected in their personalized planning process and extensive HR support resources.Explore more
Way Financial's Social MediaPopular SearchesWay FinancialSIC Code 64,641NAICS Code 52,524Show more

Way Financial Org Chart

PhoneEmail
SW
United States flag for contact location.

Marketing and Sales

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Way Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Way Financial

Compare insights from companies similar to Way Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Way Financial

<$5M
11-50
Private
-
-
SW
Shannon WayMarketing and Sales
$56.6M
11-50
Private
-
1975
TH
Thomas HoensChief Operating Officer
$7.8M
11-50
Private
-
2023
<$5M
11-50
Private
-
1986
Corey Zeller, President at Preferred Pension Planning
Corey ZellerPresident
<$5M
11-50
Private
<$5M
2006
<$5M
1-10
Private
<$5M
1978
<$5M
1-10
Private
-
2001
JF
Joe FribergPresident & Actuary Chief
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Way Financial is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

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

Way Financial Tech Stack

A closer look at the technologies used by Way Financial

Top Insurance Companies

Frequently Asked Questions Regarding Way Financial

What is Way Financial's official website?
Way Financial's official website is www.stevehway.com
What is Way Financial's Revenue?
Way Financial's revenue is <$5 Million
What is Way Financial's SIC code?
Way Financial's SIC: 64,641
What is Way Financial's NAICS code?
Way Financial's NAICS: 52,524
How many employees does Way Financial have?
Way Financial has 11-50 employees
What industry does Way Financial belong to?
Way Financial is in the industry of: Insurance, Business Services, Project Management
What is Way Financial competition?
Way Financial top competitors include: Crossplans, Osborne & Associates, Retirement Plan Strategies, Preferred Pension Planning
What technology does Way Financial use?
Some of the popular technologies that Way Financial uses are: WooCommerce, WordPress.org, PHP, Google Font API
What does Way Financial do?

Way Financial is an established Insurance Consulting and Employee Benefits Advisors firm that provides group benefits and individual insurance services. They cater to businesses, employers, employees, and individuals throughout the Bay Area and California, offering innovative plan design and expert advice on funding strategies. With a focus on help... ing clients achieve their financial goals, Way Financial provides various insurance products including life, disability, and long-term care insurance. Their commitment to client service is reflected in their personalized planning process and extensive HR support resources.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.