


Prescient Financial Solutions
Financial Services • Milwaukee, Wisconsin, United States • 21-50 Employees
Company overview
| Headquarters | Milwaukee, Wisconsin, United States |
| Phone number | +14053771 |
| Websites | |
| NAICS | 52 |
| Founded | 1998 |
| Employees | 21-50 |
Key Contacts at Prescient Financial Solutions
Jerry David
Founder And Ceo
Tino Arvanetes
Director Of Growth And Engagement
Sangeeta Jhaveri
Founder & Ceo
Jerrod Walton
Director Of Investment Operations
Talia Huttl
Director Of Insurance Operations
Brandon Hofmann
Director Of Investments
Prescient Financial Solutions Email Formats
Prescient Financial Solutions uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@nm.com | 100% |
About Prescient Financial Solutions
Prescient Financial Solutions helps pre-retirement individuals, business owners, corporate executives and those becoming affluent to manage the accumulation, distribution and succession of their wealth. With our attention to detail and uncanny knack of envisioning potential variables, we act as financial engineers who craft integrated plans and consistently fine-tune them for optimized results.
Prescient Financial Solutions revenue & valuation
| Annual revenue | $2,224,430 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $7,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Prescient Financial Solutions has 18 employees across 5 departments.
Departments
Number of employees
Funding Data
Prescient Financial Solutions has never raised funding before.
Frequently asked questions
4.8
40,000 users



