About Evensky&Katz/Foldes
EvenskyKatzFoldes was established in 2001 and is headquartered in Coral Gables, United States. Operations are centered on delivering financial services within the finance sector. Advisory and management functions are offered to support client needs, with activities coordinated through the domain foldesfm.com. The firm maintains a focus on regional financial operations in the United States, ensuring compliance with industry standards.
- Headquarter Coral Gables, United States
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Sectors
Business Services
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Phone
Locked
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Website
Locked
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Acquired by
WealthTrust
(Oct 01, 2008)
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Funding Insights of Evensky&Katz/Foldes
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Investors in Evensky&Katz/Foldes
Evensky&Katz/Foldes has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include WealthTrust.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
A zero-commission wealth management app for users.
|
Locked | Locked | Locked |
Investor details for EvenskyKatzFoldes
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Investments & Acquisitions by Evensky&Katz/Foldes
Investment portfolio details for EvenskyKatzFoldes
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Financial Statements - EvenskyKatzFoldes
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Evensky&Katz/Foldes Comparisons
Peer comparison for EvenskyKatzFoldes
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Competitors of Evensky&Katz/Foldes
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Latest news on Evensky&Katz/Foldes
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Frequently Asked Questions about Evensky&Katz/Foldes
Evensky&Katz/Foldes was founded in 2001.
Evensky&Katz/Foldes is headquartered in Coral Gables, United States. It is registered at Coral Gables, Florida, United States.
EvenskyKatzFoldes was established in 2001 and is headquartered in Coral Gables, United States. Operations are centered on delivering financial services within the finance sector. Advisory and management functions are offered to support client needs, with activities coordinated through the domain foldesfm.com. The firm maintains a focus on regional financial operations in the United States, ensuring compliance with industry standards.
Evensky&Katz/Foldes has 1 investor. Key investors include WealthTrust.