WillKate

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

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Overview

Headquarters

231 S Phillips Ave Ste 203, Sioux Falls,...

Phone Number

(605) 262-0308

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
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1

About WillKate

WillKate is a wealth management and family enterprise office dedicated to helping clients build lasting wealth through purposeful planning for future generations. They offer services in agriculture and farming legacy, family businesses, family enterprise office, and wealth planning, focusing on the emotional complexities of generational transitions. Their approach emphasizes a broader view of wealth, integrating financial decisions with family relationships and community values. WillKate aims to empower families and businesses to realize their purpose, achieve their dreams, and leave a lasting impact.Explore more
WillKate's Social MediaPopular SearchesWillKateWill KateWillKate - A Family Enterprise OfficeSIC Code 62,628NAICS Code 52,523Show more

WillKate Org Chart

PhoneEmail
SS
United States flag for contact location.

Manager, Client Services

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WillKate

<$5M
1-10
Private
-
2013
SS
Somer SchimkeManager, Client Services
$5.2M
1-10
Private
-
2005
JP
J. PattiePresident
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
-
-
<$5M
1-10
Private
-
2005
PS
Paula SergerDirector, Operations
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

WillKate Tech Stack

A closer look at the technologies used by WillKate

Top Finance Companies

Frequently Asked Questions Regarding WillKate

What is WillKate's official website?
WillKate's official website is www.will-kate.com
What is WillKate's Revenue?
WillKate's revenue is <$5 Million
What is WillKate's SIC code?
WillKate's SIC: 62,628
What is WillKate's NAICS code?
WillKate's NAICS: 52,523
How many employees does WillKate have?
WillKate has 1-10 employees
What industry does WillKate belong to?
WillKate is in the industry of: Finance, Securities Trading
What is WillKate competition?
WillKate top competitors include: Span Wealth Management, Horizon Capital Management, Family Wealth Advisory Group, Alliance Wealth Advisors
What technology does WillKate use?
Some of the popular technologies that WillKate uses are: WooCommerce, WordPress.org, PHP, Proofpoint
How do I contact WillKate?
WillKate contact info: Phone number: (605) 262-0308 Website: www.will-kate.com
What does WillKate do?

WillKate is a wealth management and family enterprise office dedicated to helping clients build lasting wealth through purposeful planning for future generations. They offer services in agriculture and farming legacy, family businesses, family enterprise office, and wealth planning, focusing on the emotional complexities of generational transitions... . Their approach emphasizes a broader view of wealth, integrating financial decisions with family relationships and community values. WillKate aims to empower families and businesses to realize their purpose, achieve their dreams, and leave a lasting impact.Read More

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

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