Resonance Financial
Financial Services • 
Cedar Park, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 2809 Welton Cliff Dr, Cedar Park, Texas 78613, US |
| Phone number | +15124567554 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Education Planning, Financial Consulting, Asset Management, Retirement Planning, Equity Research, Financial Planning, Investment Management, Strategic Asset Allocation, Tactical Asset Allocation, Individual Stock & Bond Management |
| Founded | 2014 |
| Employees | 1-10 |
Key Contact at Resonance Financial
Jason Self
Wealth Manager, Founder
About Resonance Financial
Resonance Financial is a comprehensive private wealth management firm dedicated to helping clients meet their financial goals. We are independent and fee-only, avoiding the conflicts of interest often seen at larger firms. Our financial planning and asset management services are customized for each client and utilize some of the top research, strategy, and planning tools available in the financial industry. We’re located in Austin, but have clients throughout Texas and other states.
Resonance Financial revenue & valuation
| Annual revenue | $19,000,000 |
| Revenue per employee | $9,472,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $60,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Resonance Financial has never raised funding before.
Resonance Financial Tech Stack
Discover the technologies and tools that power Resonance Financial's digital infrastructure, from frameworks to analytics platforms.
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