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Francis Logo
Francis CB Rank
1234635
Heat Score
53
Francis offers personal wealth management, and retirement planning consulting.
Founded
obfuscation
Private Brookfield, Wisconsin, United States11-50 francisway.com
Consulting
Retirement
Wealth Management
Overview

Francis
Heat Score
53

Growth Score
pts
in past quarter
Heat Score 53
-7 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Francis

CB Rank
1234635
Francis offers personal wealth management, and retirement planning consulting.
Founded
obfuscation
Private Brookfield, Wisconsin, United States11-50 francisway.com
Consulting
Retirement
Wealth Management

Details

Legal Name FRANCIS, LLC
Operating Status Active
Company Type For Profit
Phone Number 1 866.232.6457
Contact Email info@francisway.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Plan Consulting
Consulting services to help organizations manage retirement plans, ensure regulatory compliance, and optimize plan design and investment options.
Workplace Financial Wellness
Programs and services designed to educate and empower employees to manage their personal finances and retirement savings effectively.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 19
News
Technology
View Tech Report

Monthly Web Visits

2,652
827.27%
 in past month

IT Spend

$1.2MThis year, Francis is projected to spend $1.2M on IT, according to Aberdeen.

Active Website Tech Count

25Francis is actively using 25 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  Apple Mobile Web Clips Icon.

Total IP

3Francis has registered 3 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Francis's headquarters? Francis is located in Brookfield, Wisconsin, United States.Who are Francis's competitors? Alternatives and possible competitors to Francis may include Fidelity, EP Wealth Advisors, and  Charles Schwab.
Who We Are
What We Do
Helpful Links
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