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: 76.223.105.230
  • Location: Seattle United States
  • Latitude: 47.54
  • Longitude: -122.3032
  • Metro Code: 819
  • Timezone: America/Los_Angeles
  • Postal: 98108

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More informations about "Expand Financial"

Expand Financial - Crunchbase Company Profile & Funding

Expand Financial manages their money, saves their money, and builds financial literacy principles through custom B2B SaaS products. ... 3,875 Number of Organizations • $111.5B Total …See details»

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

Expand Financial, LLC - LinkedIn

Expand Financial, LLC | 130 followers on LinkedIn. We have the people, processes, and technologies to help you grow. | At EXPAND, we support financial advisors who are growing …See details»

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July Business Services (JULY) is seeking an individual for Internal Sales Associate. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and sales skills …See details»

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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, LLC - LinkedIn

Expand Financial, LLC Financial Services Orlando, Florida 33 followers Our mission is to democratize financial literacy, making it accessible and understandable for all.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 2024 - investor.com

Oct 16, 2024 Expand Financial, registered in 2020, serves 43 state(s) with a licensed staff of 3 advisors. Expand Financial manages $1.4 billion and provides investment advisory services …See details»

Expand Financial - Products, Competitors, Financials, Employees ...

About Expand Financial. Expand Financial specializes in supporting financial advisors and institutions within the retirement planning sector. The company offers technology-based …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 5. ... Expand …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 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 Overview - Salary.com

Expand Financial LLC Overview. Expand Financial LLC Information BETA. Headquarters Address: 6423 S Sycamore St, Littleton, Colorado. Phone Number: +1 7203878158. Revenue: …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»

Read Client Reviews of Expand financial. - Trustburn

Find out what customers think about Expand financial Trustburn is the best place to read candid reviews from real customers about Expand financial. Get a comprehensive view of the …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»

Disclosures - Expand Financial

Investment Advice is Offered through Expand Financial LLC Investment Advice is offered through Expand, an investment adviser registered with the Securities and Exchange Commission. …See details»

Advisor Complete - Expand Financial

Let us evaluate a current opportunity you have and we will create a customized plan to help you serve and win. It’s the best way to learn if we are a good fit and demonstrate how we can help …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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