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Seneca Financial Group Logo
Seneca Financial Group Growth Score
82
CB Rank
1308394
Heat Score
54
Seneca Financial Group is a advisory agent for financial planning and wealth management services.
Founded
obfuscation
Private Rochester, New York, United States11-50 www.senecafinancialadvisors.com
Consulting
Financial Services
Overview

Seneca Financial Group
Growth Score
82
Heat Score
54

Growth Score82
-2 pts
in past quarter
Heat Score 54
-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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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Seneca Financial Group

CB Rank
1308394
Seneca Financial Group is a advisory agent for financial planning and wealth management services.
Founded
obfuscation
Private Rochester, New York, United States11-50 www.senecafinancialadvisors.com
Consulting
Financial Services

Details

Operating Status Active
Company Type For Profit
Phone Number 15852863858
Contact Email senecaalerts@senecafinancialadvisors.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
Service that manages customized investment portfolios tailored to individual financial goals and risk tolerance.
Tax Planning and Compliance
Service providing income tax planning, preparation, and compliance to optimize tax efficiency and meet regulatory requirements.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 18
News
Technology
View Tech Report

IT Spend

$258.9KThis year, Seneca Financial Group is projected to spend $258.9K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Brand Safety Logo
Brand Safety
94
Apple iPad Logo
Apple iPad
91
Connected TV (CTV) Logo
Connected TV (CTV)
90

Active Website Tech Count

3Seneca Financial Group is actively using 3 technologies for its website, according to BuiltWith. These include SSL by Default, CommonCrawl Top 50m, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Seneca Financial Group's headquarters? Seneca Financial Group is located in Rochester, New York, United States.Who are Seneca Financial Group's competitors? Alternatives and possible competitors to Seneca Financial Group may include HighTower Advisors, Charles Schwab, and  LPL Financial.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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