UpTick Financial- Advisor Recruiters and Consultants Email Formats
Financial Services • 
140 Broad St, Suite 200, United States • 1-10 Employees
UpTick Financial- Advisor Recruiters and Consultants Email Formats
UpTick Financial- Advisor Recruiters and Consultants uses 2 email formats. The most common is {first name} (e.g., john@uptickrecruiting.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@uptickrecruiting.com | 66.7% |
{first initial} | j@uptickrecruiting.com | 33.3% |
Key Contact at UpTick Financial- Advisor Recruiters and Consultants
Marc Elia
Founder
Company overview
| Headquarters | 140 Broad St, Suite 200, Red Bank, NJ 07701, US |
| Phone number | +16467340334 |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
| Socials |
About UpTick Financial- Advisor Recruiters and Consultants
Employers strive to attract the best candidates to expand their organization throughout the Financial Services Industry. With methods of lead generation and cold/warm calling, starting a conversation and offering a proposition is of the utmost value. At UpTick, that initial conversation is vital to sourcing positions for every client and finding the best candidates who share your company’s vision. We work with our clients concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, and increasing headcount. We serve as the bridge connecting advisors and businesses to actionable ideas. While consulting with our clients, we communicate competitive intelligence covering the wire-house, regional, independent broker-dealer, RIA, and hybrid landscape(s). We also partner with firms that have deeper expertise within independent advisory M&A, practice management, and succession planning. Our client list includes: LPL, Raymond James, RBC Wealth Management, Cetera, MassMutual, Osaic, Fisher Investments, and over 50+ additional firms.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
UpTick Financial- Advisor Recruiters and Consultants has 1 employees across 1 departments.
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Number of employees
Funding Data
UpTick Financial- Advisor Recruiters and Consultants has never raised funding before.
UpTick Financial- Advisor Recruiters and Consultants Tech Stack
Discover the technologies and tools that power UpTick Financial- Advisor Recruiters and Consultants's digital infrastructure, from frameworks to analytics platforms.
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