WinCap Financial

Finance · United States · 1-10 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
2
1
1
1

About WinCap Financial

WinCap Financial specializes in wealth management, emphasizing that wealth is about having options rather than just money. The firm offers personalized financial planning and portfolio reporting services to help clients navigate their financial journeys. Their team of advisors is dedicated to ensuring that every asset serves a purpose and that investors are compensated for the risks they take. WinCap Financial aims to connect clients with the right advisors to enhance their financial decision-making.Explore more
WinCap Financial's Social MediaPopular SearchesWinCap FinancialWinCap Financial LLCSIC Code 62,628NAICS Code 52,523Show more

WinCap Financial Org Chart

PhoneEmail
LP
United States flag for contact location.

Senior Manager, Wealth

PhoneEmail
JD
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Senior Manager, Wealth

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JL
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Senior Weallth Manager

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ZC
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Advisor

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DC
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Advisor

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FM
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Advisor

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LR
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Finance Intern

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EL
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Wealth Management Intern

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WinCap Financial

<$5M
1-10
Private
-
2021
LP
Lucas PavlatosSenior Manager, Wealth
$12.5M
11-50
Private
-
2013
N/A
<$5M
1-10
Private
-
2015
JB
Jane BufkinChief Operating Officer
<$5M
1-10
Private
-
-
PR
Patrick RickettsPrincipal and CCO
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
1998
MS
Michele ScottAdministrative Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

WinCap Financial Tech Stack

A closer look at the technologies used by WinCap Financial

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Frequently Asked Questions Regarding WinCap Financial

What is WinCap Financial's official website?
WinCap Financial's official website is www.wincapfinancial.com
What is WinCap Financial's Revenue?
WinCap Financial's revenue is <$5 Million
What is WinCap Financial's SIC code?
WinCap Financial's SIC: 62,628
What is WinCap Financial's NAICS code?
WinCap Financial's NAICS: 52,523
How many employees does WinCap Financial have?
WinCap Financial has 1-10 employees
What industry does WinCap Financial belong to?
WinCap Financial is in the industry of: Finance, Securities Trading
What is WinCap Financial competition?
WinCap Financial top competitors include: Ricketts Financial, Evanson Asset Management, Mutual Funds, Providence Capital Advisors
What technology does WinCap Financial use?
Some of the popular technologies that WinCap Financial uses are: GoCentral, Google Forms, Google Font API, YouTube
What does WinCap Financial do?

WinCap Financial specializes in wealth management, emphasizing that wealth is about having options rather than just money. The firm offers personalized financial planning and portfolio reporting services to help clients navigate their financial journeys. Their team of advisors is dedicated to ensuring that every asset serves a purpose and that inve... stors are compensated for the risks they take. WinCap Financial aims to connect clients with the right advisors to enhance their financial decision-making.Read More

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

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