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Wisdom Index

Company Name

Wisdom Index

Main Industry

Finance

Website

www.financialinnov.com

Contact Information

Prosper, Texas Office

102 S Main St, Prosper, Texas, 75078, United States

(800) 931-5110

Dallas, Texas Office

12900 Preston Rd Ste 780, Dallas, Texas, 75230, United States

Dallas, Texas Office

14241 Dallas Pkwy Ste 650, Dallas, Texas, 75254, United States

Wisdom Index Profile and History

Wisdom Index Advisors is a an independent, fee-only, wealth management firm providing investment management and financial planning for individuals, families, retirees, and business owners in the Dallas area.

Wisdom Index LLC

Financial Innovations

Financial Innovations LLC

Financial Innovations, Kirk

Index Advisors

Revenue

$35.1 M

Employees

176

Founded

2005

Primary Industries

Wisdom Index Executive Team & Key Decision Makers

Name & TitleContact Info
Nicholas Dingler
Nicholas Dingler

Co-Founder & Chief Operating Officer

❅❅❅❅@fpstaff.net

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Tiffany Sachse
Tiffany Sachse

Chief Financial Officer

❅❅❅❅@afginvest.com

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Ross Rickard
Ross Rickard

Director -SOLD To Focus

❅❅❅❅@finprof.com.au

+61 ❅ ❅❅❅❅ ❅❅❅❅

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Nikesha Bobelu
Nikesha Bobelu

Business Owner

(682) ❅❅❅-❅❅❅❅

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Jason Mallon
Jason Mallon

Agency Owner

❅❅❅❅@statefarm.com

(608) ❅❅❅-❅❅❅❅

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Recently Updated Team Members

Name & TitleContact Info
Dan Lehane
Dan Lehane

Financial Group

❅❅❅❅@chargefinancialgroup.com

(832) ❅❅❅-❅❅❅❅

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Jeanine Perrin
Jeanine Perrin

Financial Group

❅❅❅❅@chargefinancialgroup.com

(318) ❅❅❅-❅❅❅❅

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John Ricci
John Ricci

Insurance Agent

❅❅❅❅@fpstaff.net

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Nicholas Dingler
Nicholas Dingler

Co-Founder & Chief Operating Officer

❅❅❅❅@fpstaff.net

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Walter Goss
Walter Goss

Financial Professional

❅❅❅❅@fpstaff.net

(781) ❅❅❅-❅❅❅❅

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Top Wisdom Index Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Wisdom Index.

Content Delivery Networks

(4 Technologies)

Web Analytics

(2 Technologies)

Web Content Management Systems

(2 Technologies)

Online Video Platforms

(2 Technologies)

Programming Languages

(2 Technologies)

Wisdom Index Email Formats

ParameterSample EmailPercentage

Wisdom Index Top Competitors

CompanyEmployeesRevenueTop technologies
Commencement Financial Planning LLC

Commencement Financial Planning LLC

57$12.9 M
Wealth Advisory Services Inc

Wealth Advisory Services Inc

206$39.3 M
Beacon Pointe Advisors LLC

Beacon Pointe Advisors LLC

256$31.1 M
Aspen Wealth Management

Aspen Wealth Management

132$16.3 M
Fort Pitt Capital Group LLC

Fort Pitt Capital Group LLC

67$21.7 M

What is Wisdom Index revenue?

Wisdom Index revenue is $35.1 M

How many employees does Wisdom Index have?

Wisdom Index has 176 employees

What are Wisdom Index’s primary industries?

Wisdom Index’s main industries are: Finance, Investment Banking

What are some additional names or alternative spellings that users use while searching for Wisdom Index?

Wisdom Index appears in search results as Wisdom Index LLC, Financial Innovations, Financial Innovations LLCFinancial Innovations, Kirk, Index Advisors...See More