Prospeo
Hero Section BackgroundHero Section Background
Prescient Financial Solutions

Prescient Financial Solutions

Financial ServicesFlag of USMilwaukee, Wisconsin, United States21-50 Employees

Company overview

HeadquartersMilwaukee, Wisconsin, United States
Phone number+14053771
Websites
NAICS52
Founded1998
Employees21-50

Key Contacts at Prescient Financial Solutions

Flag of US

Jerry David

Founder And Ceo

Flag of US

Tino Arvanetes

Director Of Growth And Engagement

Flag of IN

Sangeeta Jhaveri

Founder & Ceo

Flag of US

Jerrod Walton

Director Of Investment Operations

Flag of US

Talia Huttl

Director Of Insurance Operations

Flag of US

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.

FormatExamplePercentage
{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?$7,200,000
Total fundingNo funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Director
Manager

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

Prescient Financial Solutions is located in Milwaukee, Wisconsin, US.
You can reach Prescient Financial Solutions at +14053771.
Prescient Financial Solutions was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.
Prescient Financial Solutions has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles