BluePrint Investing

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

634 Laguna St Apt B, San Francisco, Cali...

Phone Number

(415) 963-9815

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About BluePrint Investing

BluePrint Investing is a boutique wealth management firm that specializes in serving successful business leaders and entrepreneurs. The company employs an evidence-based approach to help clients achieve financial independence and peace of mind, allowing them to focus on their professional aspirations. With a commitment to building long-term relationships based on trust, BluePrint Investing provides tailored financial strategies that align with the high standards of excellence its clients apply in their careers. Founded by Bob Lee, the firm leverages his extensive experience in private equity and management consulting to deliver sophisticated wealth management solutions.Explore more
BluePrint Investing's Social MediaPopular SearchesBlueprint Investing LLCBlueprint Investments IncBlue - Print Investments IncBlue Print Investments IncBlue-print Investments IncSIC Code 62,628NAICS Code 52,523Show more

BluePrint Investing Org Chart

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Chief Executive Officer

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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BluePrint Investing

<$5M
11-50
Private
-
2007
<$5M
11-50
Private
-
2018
N/A
<$5M
1-10
Private
-
2003
MH
Mary HirstCEO, At Hirst Financial Planning Inc (Independence)
<$5M
1-10
Private
<$5M
1995
JW
Jennifer WigginsChief Compliance Officer
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
1999
Murray Sawyer, Founder, President & Chief Executive Officer at Westover Capital Advisors
Murray SawyerFounder, President & CEO
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

BluePrint Investing is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

BluePrint Investing is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about BluePrint Investing.

BluePrint Investing Tech Stack

A closer look at the technologies used by BluePrint Investing

Top Finance Companies

Frequently Asked Questions Regarding BluePrint Investing

What is BluePrint Investing's official website?
BluePrint Investing's official website is www.blueprintinvest.com
What is BluePrint Investing's Revenue?
BluePrint Investing's revenue is <$5 Million
What is BluePrint Investing's SIC code?
BluePrint Investing's SIC: 62,628
What is BluePrint Investing's NAICS code?
BluePrint Investing's NAICS: 52,523
How many employees does BluePrint Investing have?
BluePrint Investing has 11-50 employees
What industry does BluePrint Investing belong to?
BluePrint Investing is in the industry of: Finance, Securities Trading
What is BluePrint Investing competition?
BluePrint Investing top competitors include: Radnor Financial Advisors, SGK Wealth Advisors, Westover Capital Advisors, Tedstrom Wealth
What technology does BluePrint Investing use?
Some of the popular technologies that BluePrint Investing uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact BluePrint Investing?
BluePrint Investing contact info: Phone number: (415) 963-9815 Website: www.blueprintinvest.com
What does BluePrint Investing do?

BluePrint Investing is a boutique wealth management firm that specializes in serving successful business leaders and entrepreneurs. The company employs an evidence-based approach to help clients achieve financial independence and peace of mind, allowing them to focus on their professional aspirations. With a commitment to building long-term relatio... nships based on trust, BluePrint Investing provides tailored financial strategies that align with the high standards of excellence its clients apply in their careers. Founded by Bob Lee, the firm leverages his extensive experience in private equity and management consulting to deliver sophisticated wealth management solutions.Read More

What are BluePrint Investing social media links?
BluePrint Investing Linkedin page
Is BluePrint Investing a public company?
BluePrint Investing is private company therefore does not currently have an official ticker symbol
See more information about BluePrint Investing

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