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Pappas Financial Logo
Pappas Financial CB Rank
850067
Heat Score
57
Pappas Financial is an entrepreneurial firm that provides business succession and wealth management services.
Founded
obfuscation
Private Farmington Hills, Michigan, United States1-10 www.pappasfinancial.com
Advice
Consulting
Insurance
Wealth Management
Overview

Pappas Financial
Heat Score
57

Growth Score
pts
in past quarter
Heat Score 57
6 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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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Pappas Financial

CB Rank
850067
Pappas Financial is an entrepreneurial firm that provides business succession and wealth management services.
Founded
obfuscation
Private Farmington Hills, Michigan, United States1-10 www.pappasfinancial.com
Advice
Consulting
Insurance
Wealth Management

Details

Legal Name Pappas Financial Services, Inc.
Operating Status Active
Company Type For Profit
About the Company
Pappas Financial advises and consults on business succession, wealth transfer, group benefits, and investment for families. They provide plans, supporting products, and services to their clients. They provide business succession, wealth management, estate planning, proprietary insurance, and financial solutions.
Phone Number +1 248 539 8282
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Business Succession Planning
Customized strategies to help business owners plan for transferring ownership and management to the next generation or new owners.
Wealth Management
Financial planning and investment management services designed to help clients achieve their personal and financial goals.

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  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News
Technology
View Tech Report

Monthly Web Visits

97

IT Spend

$125.1KThis year, Pappas Financial is projected to spend $125.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Deal Review Logo
Deal Review
77
Apple (AAPL) Logo
Apple (AAPL)
66

Active Website Tech Count

32Pappas Financial is actively using 32 technologies for its website, according to BuiltWith. These include SPF, LetsEncrypt, and  Google Tag Manager.
Sub-Organizations
Frequently Asked Questions

Where is Pappas Financial's headquarters? Pappas Financial is located in Farmington Hills, Michigan, United States.Who are Pappas Financial's competitors? Alternatives and possible competitors to Pappas Financial may include Morgan Stanley, HighTower Advisors, and  Cresset.
Who We Are
What We Do
Helpful Links
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