Wise Financial

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

600 E 96th St Ste 120, Indianapolis, Ind...

Phone Number

(317) 818-2654

Revenue

$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Wise Financial

Wise Financial is a financial planning office of Northwestern Mutual located in Indianapolis, IN. They focus on creating tailored financial security planning for their clients, balancing short-term strategies with long-term goals. Their services cater primarily to individuals looking to achieve their financial aspirations, including professional athletes. With a highly recognized team, Wise Financial is committed to understanding clients' personal and financial situations to develop personalized strategies.Explore more
Wise Financial's Social MediaPopular SearchesWise FinancialWise Financial - Northwestern MutualWise Financial - Northwestern Mutual Private Clien...SIC Code 62,628NAICS Code 52,523Show more

Wise Financial Org Chart

AB
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President & Chief Executive Officer

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Director, Operations

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Manager, Insurance Operations

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Compare Similar Companies to Wise Financial

Compare insights from companies similar to Wise Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wise Financial

$5M
1-10
Private
-
-
AB
Abbie BrownlowPresident & CEO
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5.8M
1-10
Private
-
-
Barbara Marquis, President & Founding L Private Wealth Partner & Manager at Marquis Wealth Group
Barbara MarquisPresident & Founding L Private Wealth Partner & Manager
<$5M
11-50
Private
-
1979
AI
Ariel ImasDivision President, Kingswood Investments Llc, Kingswood Capital Partners
<$5M
1-10
Private
-
2018
FJ
Frank JolleyCo-Chief Investment Officer
<$5M
1-10
Private
-
2010
EG
Eric GrayPrivate Wealth Advisor & Managing Director
<$5M
1-10
Private
-
2011
AW
Allyssa WallerSales & Marketing Specialist
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

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Frequently Asked Questions Regarding Wise Financial

What is Wise Financial's official website?
Wise Financial's official website is wisefinancial.nm.com
What is Wise Financial's Revenue?
Wise Financial's revenue is $5 Million
What is Wise Financial's SIC code?
Wise Financial's SIC: 62,628
What is Wise Financial's NAICS code?
Wise Financial's NAICS: 52,523
How many employees does Wise Financial have?
Wise Financial has 1-10 employees
What industry does Wise Financial belong to?
Wise Financial is in the industry of: Finance, Securities Trading
What is Wise Financial competition?
Wise Financial top competitors include: Richard Jones, Dowd Financial Group, Zenith Investment Management, Live Oak Private Wealth
How do I contact Wise Financial?
Wise Financial contact info: Phone number: (317) 818-2654 Website: wisefinancial.nm.com
What does Wise Financial do?

Wise Financial is a financial planning office of Northwestern Mutual located in Indianapolis, IN. They focus on creating tailored financial security planning for their clients, balancing short-term strategies with long-term goals. Their services cater primarily to individuals looking to achieve their financial aspirations, including professional at... hletes. With a highly recognized team, Wise Financial is committed to understanding clients' personal and financial situations to develop personalized strategies.Read More

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

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