Envia Financial

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

711 W Lewis Ave, Phoenix, Arizona, 85007...

Phone Number

(425) 440-0699

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Envia Financial

EnVia Financial is an independent financial firm dedicated to empowering individuals and businesses to enhance their financial confidence. As a fiduciary, they create customized financial strategies tailored to the unique needs of each client. The firm focuses on developing comprehensive financial roadmaps and prioritizes educating clients throughout the planning process. EnVia Financial also offers tools such as risk assessments to help clients understand and manage their risk tolerance.Explore more
Envia Financial's Social MediaPopular SearchesEnVia Financial LLCEnViaEnVia FinancialEnviafinancialEnVia Financial - HomeSIC Code 62,628NAICS Code 52,523Show more

Envia Financial Org Chart

PhoneEmail
RM
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License Agent

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Investor Representative Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Envia Financial

<$5M
1-10
Private
-
2011
RM
Rey MarquezLicense Agent
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
1-10
Private
-
-
CW
Craig WatkinsManaging Partner
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2002
SW
Susanna WalkerDirector, Client Services
<$5M
1-10
Private
-
1995
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Envia Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Envia Financial Tech Stack

A closer look at the technologies used by Envia Financial

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Frequently Asked Questions Regarding Envia Financial

What is Envia Financial's official website?
Envia Financial's official website is www.enviafinancial.com
What is Envia Financial's Revenue?
Envia Financial's revenue is <$5 Million
What is Envia Financial's SIC code?
Envia Financial's SIC: 62,628
What is Envia Financial's NAICS code?
Envia Financial's NAICS: 52,523
How many employees does Envia Financial have?
Envia Financial has 1-10 employees
What industry does Envia Financial belong to?
Envia Financial is in the industry of: Finance, Securities Trading
What is Envia Financial competition?
Envia Financial top competitors include: Ratcliff Financial Services, Cornerstone Financial Group, Stockade Wealth Management, Penn Financial Services
What technology does Envia Financial use?
Some of the popular technologies that Envia Financial uses are: DocuSign, Cloudflare Website Optimization, Microsoft 365, Google Tag Manager
How do I contact Envia Financial?
Envia Financial contact info: Phone number: (425) 440-0699 Website: www.enviafinancial.com
What does Envia Financial do?

EnVia Financial is an independent financial firm dedicated to empowering individuals and businesses to enhance their financial confidence. As a fiduciary, they create customized financial strategies tailored to the unique needs of each client. The firm focuses on developing comprehensive financial roadmaps and prioritizes educating clients througho... ut the planning process. EnVia Financial also offers tools such as risk assessments to help clients understand and manage their risk tolerance.Read More

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

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