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Insights

High-Value Investments SevenBridge Financial Group has consistently made high-value investments in companies such as Chord Energy Corp, Southern Copper, and Baozun, showcasing a strong appetite for strategic partnerships and potential sales opportunities.

Diversified Portfolio With a diversified portfolio including stakes in assets like Schwab U.S. Large-Cap, Innovator IBD 50 ETF, and Intercontinental Exchange, SevenBridge Financial Group presents a range of avenues for collaboration and potential sales engagement.

Tech-Forward Approach Utilizing a tech stack that includes Google Hosted Libraries, WordPress, and Amazon Web Services, SevenBridge Financial Group demonstrates a commitment to leveraging technology for operational efficiency, representing an opportunity for tech-related product or service sales.

Wealth Management Focus As an independent, full-service Registered Investment Advisor, SevenBridge Financial Group offers fee-based financial planning and investment management services tailored to high-net-worth individuals and businesses, making them a prime target for customized wealth management solutions sales.

Strategic Expansion The continuous investments in various assets signal SevenBridge Financial Group's strategic expansion initiatives, presenting an opening for service providers or companies looking to tap into their growth trajectory for potential sales collaborations.

Similar companies to SevenBridge Financial Group

SevenBridge Financial Group Tech Stack

SevenBridge Financial Group uses 8 technology products and services including Google Hosted Libraries, WordPress, Twitter Emoji (Twemoji), and more. Explore SevenBridge Financial Group's tech stack below.

  • Google Hosted Libraries
    Content Delivery Network
  • WordPress
    Content Management System
  • Twitter Emoji (Twemoji)
    Font Scripts
  • jQuery
    Javascript Libraries
  • Open Graph
    Miscellaneous
  • Amazon Web Services
    Platform As A Service
  • Lua
    Programming Languages
  • YouTube
    Video Players

Media & News

SevenBridge Financial Group's Email Address Formats

SevenBridge Financial Group uses at least 1 format(s):
SevenBridge Financial Group Email FormatsExamplePercentage
FLast@sevenbridgefinancial.comJDoe@sevenbridgefinancial.com
50%
FLast@sevenbridgefinancial.comJDoe@sevenbridgefinancial.com
50%

Frequently Asked Questions

Where is SevenBridge Financial Group's headquarters located?

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SevenBridge Financial Group's main headquarters is located at 3401 North Front St Suite 301 Harrisburg, Pennsylvania 17110 US. The company has employees across 1 continents, including North America.

What is SevenBridge Financial Group's phone number?

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You can contact SevenBridge Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SevenBridge Financial Group's stock symbol?

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SevenBridge Financial Group is a publicly traded company; the company's stock symbol is N/A.

What is SevenBridge Financial Group's official website and social media links?

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SevenBridge Financial Group's official website is sevenbridgefinancial.com and has social profiles on LinkedIn.

What is SevenBridge Financial Group's SIC code NAICS code?

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SevenBridge Financial Group's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does SevenBridge Financial Group have currently?

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As of April 2024, SevenBridge Financial Group has approximately 5 employees across 1 continents, including North America. Key team members include Chief Of Staff: A. C.Managing Partner: C. E.Managing Partner: L. D.. Explore SevenBridge Financial Group's employee directory with LeadIQ.

What industry does SevenBridge Financial Group belong to?

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SevenBridge Financial Group operates in the Financial Services industry.

What technology does SevenBridge Financial Group use?

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SevenBridge Financial Group's tech stack includes Google Hosted LibrariesWordPressTwitter Emoji (Twemoji)jQueryOpen GraphAmazon Web ServicesLuaYouTube.

What is SevenBridge Financial Group's email format?

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SevenBridge Financial Group's email format typically follows the pattern of . Find more SevenBridge Financial Group email formats with LeadIQ.

When was SevenBridge Financial Group founded?

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SevenBridge Financial Group was founded in 2015.
SevenBridge Financial Group

SevenBridge Financial Group

Financial ServicesPennsylvania, United States2-10 Employees

SevenBridge Financial Group is an independent, full-service Registered Investment Advisor dedicated to serving the varying and distinct needs of our clients: high-net-worth individuals and families, business owners, executives, professional firms, foundations and endowments, and those reaping the benefits from natural resource harvesting. By striving to understand our clients fully — their life plans as well as their financial objectives — we establish the basis for building a comprehensive, long-term wealth strategy through fee-based financial planning and investment management services.

The name “SevenBridge” is derived from the seven bridges that personify our historic city, reaffirming our pride at being your neighbor, friend and trusted advisor. This new name also underscores our commitment to ensuring exceptional personal attention, premier planning and top-tier service.

We look forward to working with you.

Section iconCompany Overview

Headquarters
3401 North Front St Suite 301 Harrisburg, Pennsylvania 17110 US
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
2-10

Section iconFunding & Financials

Section iconFunding & Financials

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