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Gen Financial Management Logo
Gen Financial Management CB Rank
989505
Heat Score
52
Gen Financial Management is a financial firm that provides investment management, tax audits, estate planning, and philanthropy services.
Founded
obfuscation
Private Plymouth, Minnesota, United States11-50 www.genfinancial.com/
Advice
Financial Services
Risk Management
Wealth Management
Overview

Gen Financial Management
Heat Score
52

Growth Score
pts
in past quarter
Heat Score 52
-9 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
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About Gen Financial Management

CB Rank
989505
Gen Financial Management is a financial firm that provides investment management, tax audits, estate planning, and philanthropy services.
Founded
obfuscation
Private Plymouth, Minnesota, United States11-50 www.genfinancial.com/
Advice
Financial Services
Risk Management
Wealth Management

Key People

Details

Legal Name GEN Financial Management, Inc.
Operating Status Active
Company Type For Profit
Founders  Eric Moleski
Phone Number +1 952-513-1466
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
A service that manages clients' investment portfolios to align with their financial goals and risk tolerance.
Tax Audits
A service that assists clients in preparing for and managing tax audits to ensure compliance and resolve tax issues.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 10

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

59

IT Spend

$136.8KThis year, Gen Financial Management is projected to spend $136.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Network Congestion Logo
Network Congestion
84
TheStreet Logo
TheStreet
84
Potential Customer Logo
Potential Customer
84

Active Website Tech Count

29Gen Financial Management is actively using 29 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Common Crawl.
Sub-Organizations
Frequently Asked Questions

Where is Gen Financial Management's headquarters? Gen Financial Management is located in Plymouth, Minnesota, United States.Who are Gen Financial Management's competitors? Alternatives and possible competitors to Gen Financial Management may include Wells Fargo, Charles Schwab, and  Northern Trust.
Who We Are
What We Do
Helpful Links
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