Wise Capital Partners

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

1801 Kingwood Dr Ste 160, Kingwood, Texa...

Phone Number

(281) 360-9473

Revenue

<$5 Million

Industry

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

About Wise Capital Partners

Wise Capital Partners is a holistic, independent financial planning firm dedicated to creating custom investment plans that align with clients' goals. The firm emphasizes a transparent and fiduciary approach, focusing on educating clients about financial planning through its FUNANCE methodology. Targeting individuals and small businesses, Wise Capital Partners offers a comprehensive range of services, including retirement planning, debt management, tax and legal strategies, and risk management. Founded by Chris Wise and Bruce Wise, the company aims to empower clients to achieve financial freedom and overall well-being.Explore more
Wise Capital Partners's Social MediaPopular SearchesWise Capital PartnersBruce D Wise Cfp TgpcCom WisecapitalpartnersWise Capital Partners LLCBruce WiseSIC Code 62,628NAICS Code 52,523Show more

Wise Capital Partners Org Chart

PhoneEmail
BW
United States flag for contact location.

Retirement Specialist

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wise Capital Partners

<$5M
1-10
Private
<$5M
2019
BW
Bruce WiseRetirement Specialist
<$5M
1-10
Private
-
2011
JM
Julie McPhersonChief Financial Officer & Manager, Office
<$5M
1-10
Private
<$5M
2016
DT
Darcy TumminelloOffice Manager
<$5M
11-50
Private
-
1999
BD
Brian DouglassChief Compliance Officer & Retirement & Tax Advisor
<$5M
1-10
Private
-
-
HR
Heather RutschService Manager
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wise Capital Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Wise Capital Partners financials insights

Gather financial insights about Wise Capital Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$41K

See All Wise Capital Partners's Financials Insights

Wise Capital Partners Tech Stack

A closer look at the technologies used by Wise Capital Partners

Top Finance Companies

Frequently Asked Questions Regarding Wise Capital Partners

What is Wise Capital Partners's official website?
Wise Capital Partners's official website is www.wisecapitalpartners.com
What is Wise Capital Partners's Revenue?
Wise Capital Partners's revenue is <$5 Million
What is Wise Capital Partners's SIC code?
Wise Capital Partners's SIC: 62,628
What is Wise Capital Partners's NAICS code?
Wise Capital Partners's NAICS: 52,523
How many employees does Wise Capital Partners have?
Wise Capital Partners has 1-10 employees
What industry does Wise Capital Partners belong to?
Wise Capital Partners is in the industry of: Finance, Securities Trading
What is Wise Capital Partners competition?
Wise Capital Partners top competitors include: Financial Advisors Network, BACH Wealth Management, Rogers Financial Group, McPherson Financial Group
What technology does Wise Capital Partners use?
Some of the popular technologies that Wise Capital Partners uses are: Google Cloud DNS, AppRiver, Google Cloud Web Serving, Google Cloud Platform
How do I contact Wise Capital Partners?
Wise Capital Partners contact info: Phone number: (281) 360-9473 Website: www.wisecapitalpartners.com
What does Wise Capital Partners do?

Wise Capital Partners is a holistic, independent financial planning firm dedicated to creating custom investment plans that align with clients' goals. The firm emphasizes a transparent and fiduciary approach, focusing on educating clients about financial planning through its FUNANCE methodology. Targeting individuals and small businesses, Wise Capi... tal Partners offers a comprehensive range of services, including retirement planning, debt management, tax and legal strategies, and risk management. Founded by Chris Wise and Bruce Wise, the company aims to empower clients to achieve financial freedom and overall well-being.Read More

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

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