Sage Financial Group

Finance · Pennsylvania, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

300 Barr Harbor Dr Ste 200, Conshohocken...

Phone Number

(484) 342-4400

Revenue

$6.2 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
2
2
1
2

About Sage Financial Group

Founded in 1989, Sage Financial Group is an independent, privately-held, registered investment advisor. Sage manages over $2 billion of assets and provides investment management and financial planning services for more than 600 high-net-worth clients.Explore more
Sage Financial Group's Social MediaPopular SearchesSage Financial Group IncSage Financial GroupSage FinancialSage Financial CorpSage Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Sage Financial Group Org Chart

PhoneEmail
SC
United States flag for contact location.

Co-Founder & Co-President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Sage Financial Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Sage Financial Group

Compare insights from companies similar to Sage Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sage Financial Group

$6.2M
11-50
Private
<$5M
1989
SC
Stephen CohnCo-Founder & Co-President
$41.2M
51-200
Private
-
2004
TS
Thomas SorrentinoPrincipal & Chief Financial Officer
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
11-50
Private
-
1998
LC
Leon ColafrancescoPresident & Chief Compliance Officer
<$5M
11-50
Private
-
2006
N/A
<$5M
11-50
Private
-
-
KK
Kabir KapoorChief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Sage Financial Group financials insights

Gather financial insights about Sage Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Sage Financial Group's Financials Insights

Sage Financial Group Tech Stack

A closer look at the technologies used by Sage Financial Group

Top Finance Companies

Frequently Asked Questions Regarding Sage Financial Group

What is Sage Financial Group's official website?
Sage Financial Group's official website is www.sagefinancial.com
What is Sage Financial Group's Revenue?
Sage Financial Group's revenue is $6.2 Million
What is Sage Financial Group's SIC code?
Sage Financial Group's SIC: 62,628
What is Sage Financial Group's NAICS code?
Sage Financial Group's NAICS: 52,523
How many employees does Sage Financial Group have?
Sage Financial Group has 11-50 employees
What industry does Sage Financial Group belong to?
Sage Financial Group is in the industry of: Finance, Securities Trading
What is Sage Financial Group competition?
Sage Financial Group top competitors include: Simon Quick Advisors, Chronos Wealth Management, Portfolio Solutions, Solid Rock Wealth Management
What technology does Sage Financial Group use?
Some of the popular technologies that Sage Financial Group uses are: WordPress.org, PHP, Cloudflare CDN, Google Cloud Web Serving
How do I contact Sage Financial Group?
Sage Financial Group contact info: Phone number: (484) 342-4400 Website: www.sagefinancial.com
What does Sage Financial Group do?

Founded in 1989, Sage Financial Group is an independent, privately-held, registered investment advisor. Sage manages over $2 billion of assets and provides investment management and financial planning services for more than 600 high-net-worth clients.... Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.