Resonate, Inc. logo

Resonate, Inc. Employee Directory

Financial ServicesOhio, United States2-10 Employees

Resonate, Inc. operates in the financial services sector, providing planning that blends quantitative analysis with qualitative understanding to tailor strategies for each client. The firm emphasizes a relationship-driven process, seeking to grasp clients’ current situations, objectives, preferences, and values to inform financial decisions from the first conversation.

Its client base includes individuals and couples pursuing retirement and estate planning, intergenerational strategies, planning for same-sex couples, and transformational philanthropy, along with support for widows, health events, and aging. The practice presents a holistic approach that aligns financial decisions with broader life dimensions. Based in Cincinnati, the firm maintains a small team and delivers fee-based planning through Resonate Advisors, Inc., with securities and third-party management provided by ValMark entities, while remaining independent of those firms.

Find Resonate, Inc. employees' phone numbers or email addresses

Resonate, Inc. Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Resonate, Inc.'s Leadership

  • Stylized image of a person
    B. C.
    Owner And President
  • Stylized image of a person
    S. C.
    Technology Manager And Events Coordinator

Resonate, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Resonate, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. C.
    Owner And President
    United StatesOhio
    Oct 22, 2024
  • Stylized image of a person
    S. C.
    Technology Manager And Events Coordinator
    United StatesOhio
    Jun 06, 2025

Frequently Asked Questions

What is Resonate, Inc. known for?

Minus sign iconPlus sign icon
Resonate, Inc. was founded in 1987 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Resonate, Inc.'s company overview page for more information.

What is Resonate, Inc.'s most common email format?

Minus sign iconPlus sign icon
Resonate, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Resonate, Inc. email formats with LeadIQ.

How many employees does Resonate, Inc. have currently?

Minus sign iconPlus sign icon
Resonate, Inc. has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Resonate, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Resonate, Inc.'s key employees include:

  • Owner And President: B. C.
  • Technology Manager And Events Coordinator: S. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.