Waypoint Strategic Advisors

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

10570 Dorchester Rd, Summerville, South ...

Phone Number

(843) 873-4420

Revenue

$5.2 Million

Industry

Finance Organizations Securities Trading Membership Organizations
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
1
1
1
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1

About Waypoint Strategic Advisors

The Waypoint Company specializes in empowering independent pharmacies and associations by providing innovative solutions that enhance profitability and community service. Their offerings include financial planning, investment management, insurance solutions, and planned giving services aimed at transforming health and wealth for families and communities. With a mission to reclaim resources from big business, they focus on creating sustainable, independent businesses that thrive. The company combines deep industry expertise with a forward-thinking approach to make a positive impact on pharmacy owners, professionals, and organizations across America.Explore more
Waypoint Strategic Advisors's Social MediaPopular SearchesWaypoint CoWaypointWaypoint Strategic AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Waypoint Strategic Advisors Org Chart

PhoneEmail
BS
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Director of Agent Development

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MC
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Director of Client Recognition

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BC
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Director, Business Development

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AB
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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Waypoint Strategic Adviso...

$5.2M
1-10
Private
-
-
BS
Brad StimsonDirector of Agent Development
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Client Relationship & Operations
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
1997
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Waypoint Strategic Advisors Tech Stack

A closer look at the technologies used by Waypoint Strategic Advisors

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Frequently Asked Questions Regarding Waypoint Strategic Advisors

What is Waypoint Strategic Advisors's official website?
Waypoint Strategic Advisors's official website is www.waypointus.com
What is Waypoint Strategic Advisors's Revenue?
Waypoint Strategic Advisors's revenue is $5.2 Million
What is Waypoint Strategic Advisors's SIC code?
Waypoint Strategic Advisors's SIC: 62,628
What is Waypoint Strategic Advisors's NAICS code?
Waypoint Strategic Advisors's NAICS: 52,523
How many employees does Waypoint Strategic Advisors have?
Waypoint Strategic Advisors has 1-10 employees
What industry does Waypoint Strategic Advisors belong to?
Waypoint Strategic Advisors is in the industry of: Finance, Organizations, Securities Trading
What is Waypoint Strategic Advisors competition?
Waypoint Strategic Advisors top competitors include: Furlong Investment Solutions, Fortune Wealth Management, Karras, Bollin Wealth Management
What technology does Waypoint Strategic Advisors use?
Some of the popular technologies that Waypoint Strategic Advisors uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, HubSpot
How do I contact Waypoint Strategic Advisors?
Waypoint Strategic Advisors contact info: Phone number: (843) 873-4420 Website: www.waypointus.com
What does Waypoint Strategic Advisors do?

The Waypoint Company specializes in empowering independent pharmacies and associations by providing innovative solutions that enhance profitability and community service. Their offerings include financial planning, investment management, insurance solutions, and planned giving services aimed at transforming health and wealth for families and commun... ities. With a mission to reclaim resources from big business, they focus on creating sustainable, independent businesses that thrive. The company combines deep industry expertise with a forward-thinking approach to make a positive impact on pharmacy owners, professionals, and organizations across America.Read More

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

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