EXPAND FINANCIAL

expand-financial-logo

Expand Financial manages their money, saves their money, and builds financial literacy principles through custom B2B SaaS products.

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EXPAND FINANCIAL

Social Links:

Industry:
Finance Financial Services FinTech

Founded:
2020-01-30

Address:
Tampa, Florida, United States

Country:
United States

Website Url:
http://www.expandfinancial.co

Total Employee:
1+

Status:
Active

Email Addresses:
[email protected]

Technology used in webpage:
SPF Apache Google Apps For Business Sectigo SSL Sectigo Domain SSL Squarespace Hosted


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Current Employees Featured

blake-makholm_image

Blake Makholm
Blake Makholm Co-Founder @ Expand Financial
Co-Founder
2019-11-30

ethan-finchum_image

Ethan Finchum
Ethan Finchum Chief Marketing Officer @ Expand Financial
Chief Marketing Officer
2020-01-30

vincent-della-rocca_image

Vincent Della Rocca
Vincent Della Rocca Founder, Board Member, VP @ Expand Financial
Founder, Board Member, VP
2012-01-01

Founder


blake-makholm_image

Blake Makholm

not_available_image

Ethan Deming

ethan-finchum_image

Ethan Finchum

vincent-della-rocca_image

Vincent Della Rocca

Official Site Inspections

http://www.expandfinancial.co

  • Host name: a16e665f42988324c.awsglobalaccelerator.com
  • IP address: 13.248.243.5
  • Location: Seattle United States
  • Latitude: 47.6348
  • Longitude: -122.3451
  • Metro Code: 819
  • Timezone: America/Los_Angeles
  • Postal: 98109

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More informations about "Expand Financial"

Meet Your Team - Expand Financial

Investment Advisory Services offered through Expand Financial, LLC., a SEC Registered Investment AdvisorSee details»

Expand Financial - Crunchbase Company Profile

Expand Financial manages their money, saves their money, and builds financial literacy principles through custom B2B SaaS products. ... 8,612 Number of …See details»

Contact - Expand Financial

Expand Financial, LLC (720) 387-8158. 400 Austin Avenue, Suite 1200 Waco, Texas 76701. Other locations include Colorado, North Carolina, Texas [email protected] We have the …See details»

Expand Financial, LLC - LinkedIn

Expand Financial, LLC | 137 followers on LinkedIn. We have the people, processes, and technologies to help you grow. | At EXPAND, we support financial advisors who are growing their 401k practice.See details»

Expand Financial Company Profile | Management and Employees …

Expand Financial Profile and History We provide world-class technology solutions, in the financial services industry, that no one else can or will solve. Expand Financial, LLC is a firm comprised …See details»

Expand Financial Overview | SignalHire Company Profile

Organization Website: expandfinancial.ca : Expand Financial industries Finance: Headquarters Location: 422 Richards St, Vancouver, British Columbia, CA 422 Richards St, Vancouver,...See details»

EXPAND FINANCIAL LLC Company Profile - Dun & Bradstreet

Find company research, competitor information, contact details & financial data for EXPAND FINANCIAL LLC of Littleton, CO. Get the latest business insights from Dun & Bradstreet.See details»

Expand Financial Systems LLC - Crunchbase

Expand Financial is a firm comprised of former 'C' level business and technology executives and subject matter experts from the financial services industry focused on delivering exceptional …See details»

Expand Financial Review 2025 - AdvisorSearch.org

Feb 18, 2025 Expand Financial, registered in 2020, serves 43 state(s) with a licensed staff of 3 advisors. Expand Financial manages $1.8 billion and provides investment advisory services …See details»

How It Works - Expand Financial

As your 3(38) fiduciary partner, EXPAND creates and manages a product-level 401k investment lineup.See details»

Expand Financial, LLC - LinkedIn

Expand Financial, LLC Financial Services Orlando, Florida 34 followers Our mission is to democratize financial literacy, making it accessible and understandable for all.See details»

About - Expand Financial Group

Expand Financial Group, LLC shall not seek new clients within the State of Florida. Not all of services referenced on this site are available in every state and through every advisor listed. …See details»

Expand Financial - Contacts, Employees, Board Members

Organization. Expand Financial . Connect to CRM . Save . Summary. People. Technology. Signals & News. Similar Companies. Highlights. Employee Profiles 3. Contacts 4. ... Expand …See details»

Expand Financial - Overview, News & Similar companies - ZoomInfo

Who is Expand Financial. We provide world-class technology solutions, in the financial services industry, that no one else can or will solve. Expand Financial, LLC is a fir m comprised of …See details»

Team - Expand Financial

July Business Services (JULY) is seeking an individual for Client Service Manager. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and client …See details»

eFiduciary Advisor - Client Login

Contact Expand Financial: (720) 387-8158 Send Expand Financial an Email: [email protected]See details»

Expand Financial Group Review 2025 - AdvisorSearch.org

Feb 18, 2025 A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do …See details»

Supporting Institutions - Expand Financial

For recordkeepers, broker-dealers, and RIAs, EXPAND can perform as your fiduciary partner. In this capacity, we:See details»

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Mar 26, 2025 Participating organizations also have the chance to engage in AWS marketing promotions, enhancing their visibility and outreach within their communities. AWS’s …See details»

Insights - Expand Financial

Dec 6, 2023 Join Greg Bakke and Theresa Conti for a thought-provoking session on retirement plan committee meetings and fiduciary responsibility. Whether you are new to retirement plans …See details»

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