WindRock Wealth Management
Finance · Illinois, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
225 W Jefferson Ave Ste 2, Naperville, I...Phone Number
(312) 650-9593Website
www.windrockwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
2
2
1
1
About WindRock Wealth Management
Windrock Wealth Management offers customized investment advisory services tailored to the needs of wealthy individual investors. The firm is composed of independent thought-leaders who challenge conventional investment strategies and focus on unique alternative investments. Their clientele includes corporate executives, business owners, retirees, and athletic professionals, among others. Windrock combines the best elements of a registered investment advisor with family office services, emphasizing trust, insight, and opportunity in their approach to wealth management.Explore more
WindRock Wealth Management Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is WindRock Wealth Management your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Earning: See what the market has to say on WindRock Wealth Management recently announced quarterly report
Congratulate Masked Content for being promoted to Masked Content at WindRock Wealth Management
Funding: Get notified immidiatlly once WindRock Wealth Management has new funding data
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Product Launch: Get notified when WindRock Wealth Management launches new products
Check out if WindRock Wealth Management is spiking on competitors!
WindRock Wealth Management, which may be a good buyer, showed buying intent in Masked Content Topic
Click to see if WindRock Wealth Management had a recent Job posting/layoffs
Website visits: Recent activity has been detected on your website
Check if WindRock Wealth Management has recently received funding, and reach out quickly before it becomes old news!
Recommended Actions
Reach out to Masked Content who joined WindRock Wealth Management as Masked Content
Find 2 more new buyers
Compare Similar Companies to WindRock Wealth Management
Compare insights from companies similar to WindRock Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
WindRock Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
WindRock Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about WindRock Wealth Management.
WindRock Wealth Management Tech Stack
A closer look at the technologies used by WindRock Wealth Management
Most Recent Scoops
Event
Person-Based
Brandy Maben, Director, appeared on a podcast called "Wealthion - Be Financially Resilient" on 06/12/2025. Topics discussed include Tax changes, retirement planning, estate planning.
Events, Podcast
Event
Person-Based
Brandy Maben, Director, appeared on a podcast called "Wealthion - Be Financially Resilient" on 05/08/2025. Topics discussed include Volatility, taxes, inflation, portfolio strategies, risk tolerance.
Events, Podcast
Event
Christopher Casey, Founder & Managing Director, has appeared on a podcast called "Wealthion - Be Financially Resilient" on 11/06/2024. Topics discussed include Trump's return, investment opportunities, portfolio strategies.
Events
Event
Person-Based
Christopher Casey, Founder & Managing Director, has appeared on a podcast called "Wealthion - Be Financially Resilient" on 11/04/2024. Topics discussed include Election, Wealth, Economic Policies, Investment Strategies.
Events, Podcast
Event
Person-Based
Events, Podcast
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Frequently Asked Questions Regarding WindRock Wealth Management
Sign Up For FreeTo access detailed company insights
Windrock Wealth Management offers customized investment advisory services tailored to the needs of wealthy individual investors. The firm is composed of independent thought-leaders who challenge conventional investment strategies and focus on unique alternative investments. Their clientele includes corporate executives, business owners, retirees, a... Read More
