Infinity Financial Services
Financial Services • 
Oakland, California, United States • 51-100 Employees
Company overview
| Headquarters | 212 9th Street, Suite 202, Oakland, CA 94607, US |
| Phone number | +18888885321 |
| Websites | |
| NAICS | 52 |
| Keywords | Tax Planning, Succession Planning, Wealth Management, Asset Management, Retirement Planning, Financial Planning, Estate Planning, Education Funding, Insurance & Risk Management, Retirement Plan Advisory Services, Budgeting (Spending/Saving) |
| Founded | 2007 |
| Employees | 51-100 |
| Socials |
Key Contacts at Infinity Financial Services
Danny Wang
Managing Director
Yash Athwani
Co-Founder
Walt Parker
Due Diligence Director
Sajan Ss
Chief Executive Officer
Ari Rothbaum
Marketing Director
Maria Gutierrez
Owner
Infinity Financial Services Email Formats
Infinity Financial Services uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@8financial.com), used 88.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@8financial.com | 88.9% |
{first name} | john@8financial.com | 11.1% |
About Infinity Financial Services
Infinity Financial Services is a national, independent Investment and Wealth Management firm, founded with a vision: help enterprising financial professionals to grow truly independent, successful practices, leveraging leading-edge technologies and firm support. Based in Oakland, California, with branch offices around the U.S., Infinity's financial professionals offer an array of asset management, brokerage, insurance, financial planning, benefit plan, insurance, and risk management services. Infinity continues to grow because of our commitment to our financial professionals and investors. Financial advisors who join Infinity enjoy an open architecture work environment focused on individual responsibility, not overbearing scrutiny. We guide and collaborate with our professionals, providing the peer-to-peer support they need to succeed. We are large enough to provide a powerful, flexible virtual office technology platform, and small enough to support a personalized growth experience for each person and team. Our Values Trust: We're open, honest and trustworthy with everyone who works with us. Excellence: We deliver what we promise and aim for added value in all that we do. Intelligence: We leverage our deep understanding of the marketplace, and advisor and client needs, to help them achieve results they seek. Integrity: We do the right thing in all circumstances and honor moral, ethical, and professional values. Diligence: We give proper attention and care to each task, staying focused and supporting our financial professionals' and their clients' needs. Introspection: We seek to constantly improve our efforts, pro-actively use feedback, and achieve ever-improving outcomes. Get to know us by visiting our web site at infinitysecurities.com. To get in touch, contact Greg Gilbert, CFP®, President and CEO, at (866) 682-0671, (510) 588-8000, or info@8financial.com.
Infinity Financial Services revenue & valuation
| Annual revenue | $3,778,748 |
| Revenue per employee | $72,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $12,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Infinity Financial Services has 24 employees across 6 departments.
Departments
Number of employees
Funding Data
Infinity Financial Services has never raised funding before.
Infinity Financial Services Tech Stack
Discover the technologies and tools that power Infinity Financial Services's digital infrastructure, from frameworks to analytics platforms.
Analytics
Security
JavaScript frameworks
Issue trackers
PaaS
Tag managers
UI frameworks
Web servers
Miscellaneous
Miscellaneous
Load balancers
JavaScript frameworks
France
Dominican Republic
Frequently asked questions
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