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Lepine Financial Advisors Logo
Lepine Financial Advisors CB Rank
2960253
Heat Score
41
Lepine Financial Advisors offers tax planning, estate, retirement, wealth management, and education planning services.
Founded
obfuscation
Private Lincoln, Rhode Island, United States1-10 www.lepinefinancial.com
Financial Services
Insurance
Tax Consulting
Wealth Management
Overview

Lepine Financial Advisors
Heat Score
41

Growth Score
pts
in past quarter
Heat Score 41
-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
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About Lepine Financial Advisors

CB Rank
2960253
Lepine Financial Advisors offers tax planning, estate, retirement, wealth management, and education planning services.
Founded
obfuscation
Private Lincoln, Rhode Island, United States1-10 www.lepinefinancial.com
Financial Services
Insurance
Tax Consulting
Wealth Management

Details

Legal Name Lepine Financial Advisors, Inc.
Operating Status Active
Company Type For Profit
Phone Number 1 (401) 475-3508
Contact Email Richard@LepineFinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investments and Wealth Management
Lepine Financial Advisors provides investment strategies and wealth management services tailored to individual risk tolerance and financial goals.
Investments and Fiduciary Wealth Management
Offers strategies to manage and grow wealth through investment portfolios tailored to individual risk tolerance and goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 2
News
Technology
View Tech Report

IT Spend

$67.8KThis year, Lepine Financial Advisors is projected to spend $67.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Privileged Access Management (PAM) Logo
Privileged Access Management (PAM)
75
Navigant (NCI) Logo
Navigant (NCI)
72
Markets and Markets Logo
Markets and Markets
69

Active Website Tech Count

8Lepine Financial Advisors is actively using 8 technologies for its website, according to BuiltWith. These include SSL by Default, Cloudflare CDN, and  Cloudflare.
Sub-Organizations
Frequently Asked Questions

Where is Lepine Financial Advisors's headquarters? Lepine Financial Advisors is located in Lincoln, Rhode Island, United States.
Who We Are
What We Do
Helpful Links
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