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PUREfi Wealth

PUREfi Wealth Email Formats

Financial ServicesFlag of USBoston, Massachusetts, United States1-10 Employees

PUREfi Wealth Email Formats

PUREfi Wealth uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@purefiwealth.com), used 72.7% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@purefiwealth.com
72.7%
{last name}{last name}
doedoe@purefiwealth.com
18.2%
{first initial}{last name}
jdoe@purefiwealth.com
9.1%

Key Contact at PUREfi Wealth

Flag of US

Paul M. Simons

Founder & Ceo

Company overview

Headquarters10 Post Office Square, Suite 710, Boston, MA 02109, US
Phone number+16174889320
Website
NAICS52
Keywords
Investments, Business Succession Planning, Wealth Management, Private Capital, Financial Planning, Investment Advisory Services, Estate Planning, Wealth Planning, Sports & Entertainment, Wealth Advisory, Philanthropic Planning, Multi-Generational Wealth Transfer, Corporate Executive Services, Entrepreneurs & Founders, Direct & Alternative Investments, Next-Gen Financial Education
Founded2023
Employees1-10
Socials

About PUREfi Wealth

PUREfi Wealth provides comprehensive multi-generational wealth planning, investment management, and advisory services to individuals, families, and businesses through teams of advisors who are knowledgeable, experienced, and deeply committed to our clients. Founded by a tenured industry veteran with over 35 years of executive experience in private banking, wealth management, and financial technology, PUREfi Wealth is truly independent—yet provides the same breadth and depth of solutions as a large global institution. ---- PUREfi Wealth, LLC ("PUREfi") is a registered investment adviser with the Securities and Exchange Commission. Any reference to the terms “registered investment adviser” or “registered” does not imply that PUREfi or any person associated with PUREfi has achieved a certain level of skill or training. The information contained herein should not be construed as an attempt to sell or solicit any products or services of PUREfi or any investment strategy, nor should it be construed as legal, accounting, tax or other professional advice.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Partner
C-Suite
Entry

Employees by Department

PUREfi Wealth has 8 employees across 5 departments.

Departments

Number of employees

Funding Data

PUREfi Wealth has never raised funding before.

PUREfi Wealth Tech Stack

Discover the technologies and tools that power PUREfi Wealth's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Autoptimize

Performance

Cloudflare Bot Management

Cloudflare Bot Management

Security

Animate.css

Animate.css

UI frameworks

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Genesis theme

Genesis theme

WordPress themes

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Google Analytics

Google Analytics

Analytics

Frequently asked questions

PUREfi Wealth is located in Boston, Massachusetts, US.
You can reach PUREfi Wealth at +16174889320.
PUREfi Wealth was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
PUREfi Wealth has approximately 1-10 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

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