WOLD Financial
Finance · Minnesota, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
1118 Cedar Lake Rd S, Minneapolis, Minne...Phone Number
(952) 936-0222Website
www.woldfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About WOLD Financial
Wold Financial, LLC is a financial advisory firm that specializes in retirement planning, investment management, estate planning, insurance, and tax services. With over 50 years of collective expertise, they focus on long-term strategies tailored to meet the unique financial goals of their clients. The firm emphasizes a disciplined investing philosophy based on balance, behavior, and patience, ensuring clients receive insightful guidance in a complex financial landscape. Their independence allows them to prioritize client needs over product sales, fostering strong, trust-based relationships.Explore more
WOLD Financial Org Chart
Get the full picture
Sign in to uncover key details.
Show More
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 WOLD Financial 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 WOLD Financial recently announced quarterly report
Congratulate Masked Content for being promoted to Masked Content at WOLD Financial
Check out if WOLD Financial is spiking on competitors!
WOLD Financial, which may be a good buyer, showed buying intent in Masked Content Topic
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Click to see if WOLD Financial had a recent Job posting/layoffs
Check if WOLD Financial has recently received funding, and reach out quickly before it becomes old news!
Product Launch: Get notified when WOLD Financial launches new products
Website visits: Recent activity has been detected on your website
Funding: Get notified immidiatlly once WOLD Financial has new funding data
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 3 more new buyers
Compare Similar Companies to WOLD Financial
Compare insights from companies similar to WOLD Financial, 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
WOLD Financial is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
WOLD Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about WOLD Financial.
WOLD Financial Tech Stack
A closer look at the technologies used by WOLD Financial
Top Finance Companies
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding WOLD Financial
Sign Up For FreeTo access detailed company insights
Wold Financial, LLC is a financial advisory firm that specializes in retirement planning, investment management, estate planning, insurance, and tax services. With over 50 years of collective expertise, they focus on long-term strategies tailored to meet the unique financial goals of their clients. The firm emphasizes a disciplined investing philos... Read More
