WhiteSpace Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

228 Hamilton Ave Ste 300, Palo Alto, Cal...

Phone Number

(650) 777-7588

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About WhiteSpace Financial

Whitespace Financial is a boutique investment, financial planning, and wealth management company. They offer a range of services including wealth management, investments, financial planning, and 401(K)/organizational retirement plans. The company aims to provide personalized financial solutions to their clients. Their focus is on delivering tailored strategies to help clients achieve their financial goals.Explore more
WhiteSpace Financial's Social MediaPopular SearchesWhitespace Financial LLCWhite Space Financial LLCWhiteSpace FinancialWhiteSpace Financial, LLC - 228SIC Code 62,628NAICS Code 52,523Show more

WhiteSpace Financial Org Chart

PhoneEmail
Angus Blackwood, President & Founding Advisor at WhiteSpace Financial
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President & Founding Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WhiteSpace Financial

<$5M
1-10
Private
-
2009
Angus Blackwood, President & Founding Advisor at WhiteSpace Financial
Angus BlackwoodPresident & Founding Advisor
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2011
LB
Linda BaulchDirector, Client Services
<$5M
1-10
Private
-
1997
KR
Kurt RossiPresident & CEO
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2017
RM
Raymond MorrisDirector, Portfolio Management & Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

WhiteSpace Financial Tech Stack

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Frequently Asked Questions Regarding WhiteSpace Financial

What is WhiteSpace Financial's official website?
WhiteSpace Financial's official website is www.ourwhitespace.com
What is WhiteSpace Financial's Revenue?
WhiteSpace Financial's revenue is <$5 Million
What is WhiteSpace Financial's SIC code?
WhiteSpace Financial's SIC: 62,628
What is WhiteSpace Financial's NAICS code?
WhiteSpace Financial's NAICS: 52,523
How many employees does WhiteSpace Financial have?
WhiteSpace Financial has 1-10 employees
What industry does WhiteSpace Financial belong to?
WhiteSpace Financial is in the industry of: Finance, Securities Trading
What is WhiteSpace Financial competition?
WhiteSpace Financial top competitors include: Ratcliff Financial Services, Stratos Wealth Advisors, Span Wealth Management, High Pines Wealth Management
What technology does WhiteSpace Financial use?
Some of the popular technologies that WhiteSpace Financial uses are: GoDaddy DNS
How do I contact WhiteSpace Financial?
WhiteSpace Financial contact info: Phone number: (650) 777-7588 Website: www.ourwhitespace.com
What does WhiteSpace Financial do?

Whitespace Financial is a boutique investment, financial planning, and wealth management company. They offer a range of services including wealth management, investments, financial planning, and 401(K)/organizational retirement plans. The company aims to provide personalized financial solutions to their clients. Their focus is on delivering tailore... d strategies to help clients achieve their financial goals.Read More

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

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