What departments does Wise Financial LLC have?

Wise Financial LLC has employees across 4 departments including Operations, Marketing, Finance, Consultant.

What is the largest department at Wise Financial LLC?

The largest department at Wise Financial LLC is Finance with 17 employees.

Where are Wise Financial LLC employees located globally?

Wise Financial LLC has employees across 2 continents and 3 countries including India, United States Of America, Canada.

How has Wise Financial LLC's team size changed over time?

Wise Financial LLC's team has grown from approximately 40 to 46 employees based on available data.

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Wise Financial LLC Employee Directory

Financial ServicesGeorgia, United States51-200 Employees

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Securities offered through Simplicity Investments, Member FINRA/SIPC, 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080

Find Wise Financial LLC employees' phone numbers or email addresses

Wise Financial LLC Global Highlights

North America
55

United States Of America
54
Canada
1

Asia
1

India
1

Wise Financial LLC's Leadership

R. R.
Vice President Of Operations
Mobile Phone
Email
D. A.
Vice President Marketing
Mobile Phone
Email
J. E.
Co-Founder/Partner
Mobile Phone
Email
C. M.
Co-Founder & Partner At Wise Financial
Mobile Phone
Email
K. A.
Partner
Mobile Phone
Email
R. C.
Executive Director
Mobile Phone
Email
P. H.
Executive Director
Mobile Phone
Email
R. M.
Finance Manager
Mobile Phone
Email

Wise Financial LLC Employee Metrics

100%

50%

2026

2025

Banking
Business
Business Development
Finance
Program & Project Management
Other
Accounting
Administrative

Contact profiles from Wise Financial LLC

Name

Title

Contact Info

Location

Last Update

J. H.
Financial Professional
Mobile Phone
Email
United StatesGeorgia
Apr 16, 2026
B. S.
Financial Advisor
Mobile Phone
Email
United StatesKentucky
Sep 10, 2025
A. C.
Financial Strategist
Mobile Phone
Email
United StatesNew York
Nov 18, 2025
R. G.
Junior Financial Representative
Mobile Phone
Email
United StatesNew York
Jul 15, 2025
Z. H.
Independent Financial Represenative
Mobile Phone
Email
United StatesSouth Carolina
Oct 23, 2025
P. D.
Financial Representative
Mobile Phone
Email
Oct 21, 2024
C. M.
Co-Founder & Partner At Wise Financial
Mobile Phone
Email
United StatesNew York
May 05, 2026

Frequently Asked Questions

What is Wise Financial LLC known for?

Wise Financial LLC was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 1050 Crown Pointe Parkway Suite 1700 Atlanta, Georgia 30338 United States. Explore Wise Financial LLC's company overview page for more information.

What is Wise Financial LLC's most common email format?

Wise Financial LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wise Financial LLC email formats with LeadIQ.

How many employees does Wise Financial LLC have currently?

Wise Financial LLC has approximately 58 employees as of April 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Wise Financial LLC's key employees and leadership?

As of April 2026, Wise Financial LLC's key employees include:

Vice President Of Operations: R. R.
Vice President Marketing: D. A.
Co-Founder/Partner: J. E.
Co-Founder & Partner At Wise Financial: C. M.
Partner: K. A.

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