Resonant Capital Advisors

Madison, United States Founded: 2018 • Age: 8 yrs
Offers financial planning, investment management, and advisory for families and businesses.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 9 Brand Intelligence

About Resonant Capital Advisors

Resonant Capital Advisors is a company based in Madison (United States) founded in 2018. It operates as a B2B. Resonant Capital Advisors offers products and services including Financial Planning, Investment Solutions, and Advisory Solutions. Resonant Capital Advisors operates in a competitive market with competitors including LUXUS, Safened, Siyinjia, Yijinrong and Angel One Wealth, among others.

  • Headquarter Madison, United States
  • Sectors
    Financial Services
    Business Services
  • Email
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  • Phone
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  • Website
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  • Social
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  • Legal Name Resonant Capital Advisors, Llc
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Business Services → Financial, Accounting & Compliance Services Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
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  • Investors
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  • Employee Count
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Products & Services of Resonant Capital Advisors

Resonant Capital Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Investment Solutions, and Advisory Solutions.

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Primary

Develops strategies for risk management and estate planning

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Builds tax-efficient portfolios for asset reporting

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Provides guidance for multi-generational family wealth needs

People of Resonant Capital Advisors

Headcount 10-50
Employee Profiles 17
Employee Profiles
People
Leah Sevcik
Client Service & Marketing Associate
People
Dan Blake
COO & Director, Alternatives
People
Rebecca Schmidt
CCO & Senior Client Service Administrator
People
Walter Dewey
CEO & Chief Investment Strategist

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Funding Insights of Resonant Capital Advisors

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Detailed funding history for Resonant Capital Advisors

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  • Funding amounts
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Investments & Acquisitions by Resonant Capital Advisors

Investments
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Investment portfolio details for Resonant Capital Advisors

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  • Transaction dates
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Financial Statements - Resonant Capital Advisors

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Detailed financials for Resonant Capital Advisors

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Resonant Capital Advisors Comparisons

Resonant Capital Advisors Primary company
Description
Offers financial planning, investment management, and adviso...
Location
Madison, United States
Founded Year
2018
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Resonant Capital Advisors

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Competitors of Resonant Capital Advisors

Resonant Capital Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as LUXUS, Safened, Siyinjia, Yijinrong and Angel One Wealth, among others.

Company Name Domain Founded year HQ Location Description
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Online fractional investment platform for luxury assets
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Deposit accounts are managed for investors at EU partner banks.
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Functions as a wealth management platform for clients.
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Yijinrong is an online platform for financial planning tailored to new ventures.
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Offers digital wealth management and investment services for high-net-worth individuals.
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Detailed competitors of Resonant Capital Advisors

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Latest news on Resonant Capital Advisors

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Complete news archive for Resonant Capital Advisors

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Frequently Asked Questions about Resonant Capital Advisors

Resonant Capital Advisors was founded in 2018.

Resonant Capital Advisors is headquartered in Madison, United States. It is registered at Madison, Wisconsin, United States.

Resonant Capital Advisors is an independent firm specializing in financial planning, investment solutions, and advisory services for complex family wealth. They develop tax-efficient portfolios, manage risks, and handle estate planning while incorporating insurance and philanthropy strategies. Based in Madison and Milwaukee, Wisconsin, they serve multi-generational families and businesses with personalized, fiduciary advice to ensure comprehensive wealth management.

Resonant Capital Advisors's top competitors include LUXUS, Safened and UpFunds.

Resonant Capital Advisors offers Financial Planning, Investment Solutions, and Advisory Solutions.

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