ZEGA Financial

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

8331 Woodsmuir Dr, Palm Beach Gardens, F...

Phone Number

(800) 380-9342

Revenue

<$5 Million

Industry

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

About ZEGA Financial

ZEGA Financial specializes in investment services that focus on buying and hedging strategies. The company offers comprehensive wealth management and advisory products tailored to meet the needs of its clients. ZEGA Financial aims to provide solutions that enhance investment performance while managing risk. Their intended clientele includes individual investors seeking to optimize their investment portfolios.Explore more
ZEGA Financial's Social MediaPopular SearchesZega Financial LLCZEGA FinancialBuyAndHedgeInnovative SystemsInnovative Systems IncSIC Code 62,628NAICS Code 52,523Show more

ZEGA Financial Org Chart

PhoneEmail
JB
United States flag for contact location.

Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ZEGA Financial

<$5M
1-10
Private
-
2011
JB
Jillian BakerChief Operating Officer
$8.2M
1-10
Private
<$5M
2003
Jeff Jorgensen, Chief Operating Officer at The Institute for Wealth Management
Jeff JorgensenChief Operating Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
<$5M
2017
<$5M
11-50
Private
-
2019
LM
Loreal McDonaldCorporate Counsel & Interim Chief Operating Officer
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
11-50
Private
-
2013
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

ZEGA Financial Tech Stack

A closer look at the technologies used by ZEGA Financial

Most Recent Scoops

Lateral Move
Executive Move
Executive Moves, Lateral Move
Lateral Move
Executive Move
Executive Moves, Lateral Move
Award
Award
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ZEGA Financial News & Media

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Frequently Asked Questions Regarding ZEGA Financial

What is ZEGA Financial's official website?
ZEGA Financial's official website is www.zegafinancial.com
What is ZEGA Financial's Revenue?
ZEGA Financial's revenue is <$5 Million
What is ZEGA Financial's SIC code?
ZEGA Financial's SIC: 62,628
What is ZEGA Financial's NAICS code?
ZEGA Financial's NAICS: 52,523
How many employees does ZEGA Financial have?
ZEGA Financial has 1-10 employees
What industry does ZEGA Financial belong to?
ZEGA Financial is in the industry of: Finance, Securities Trading
What is ZEGA Financial competition?
ZEGA Financial top competitors include: Evanson Asset Management, The Institute for Wealth Management, Columbus Macro, QVest
What technology does ZEGA Financial use?
Some of the popular technologies that ZEGA Financial uses are: Google Universal Analytics, HubSpot, Google Font API, Google Tag Manager
How do I contact ZEGA Financial?
ZEGA Financial contact info: Phone number: (800) 380-9342 Website: www.zegafinancial.com
What does ZEGA Financial do?

ZEGA Financial specializes in investment services that focus on buying and hedging strategies. The company offers comprehensive wealth management and advisory products tailored to meet the needs of its clients. ZEGA Financial aims to provide solutions that enhance investment performance while managing risk. Their intended clientele includes individ... ual investors seeking to optimize their investment portfolios.Read More

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

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