Company profile
Ceva Advisors
Empowering Success, Expanding Horizons
- Industry
- Financial Services
- Employees
- 3
- Headquarters
- Redmond, WA
- Founded
- 2023
- LinkedIn followers
- 89
- Office locations
- 2
Ceva Advisors company summary
Ceva Advisors is a company in the Financial Services industry, headquartered in Redmond, WA, founded in 2023. On LinkedIn the company has around 3 employees and 89 followers. The company lists 2 office locations. Its listed specialties include Investment Planning, Financial Planning, Retirement Planning, Traditional IRA, Investment Management.
What technology does Ceva Advisors use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Ceva Advisors
Ceva Advisors is an independent, employee-owned financial planning and wealth management firm committed to providing personalized solutions. We are dedicated to building strong relationships with our clients, striving to earn your confidence through our expertise and client-centric approach. Our aim is to assist you in achieving peace of mind as you navigate your financial endeavors. We provide personalized financial planning, strategic retirement strategies, tailored investment portfolios, and impactful giving strategies. At Ceva Advisors, our mission is to provide exceptional service and value to our clients by consistently delivering excellence in wealth management. We are committed to advancing your financial goals and aspirations through personalized strategies tailored to your unique needs and circumstances. Ceva Capital, LLC dba Ceva Advisors is a registered investment adviser in the states of Washington and Ohio. Ceva may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption. Version Date: 4/12/24
Specialties
Where is Ceva Advisors located?
Ceva Advisors lists 2 office locations.
Compare companies similar to Ceva Advisors
More companies in Financial Services.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Ceva Advisors cevaadvisors.com | Financial Services | 3 | 2023 | Redmond, WA |
 JPMorganChase jpmorganchase.com | Financial Services | 235,149 | - | New York, NY, US |
 Neovest jpmorgan.com | Financial Services | 85,869 | - | New York, NY |
 Goldman Sachs goldmansachs.com | Financial Services | 65,450 | - | New York, New York |
 Nubank nubank.com.br | Financial Services | 13,424 | - | São Paulo, SP |
 Citi citigroup.com | Financial Services | 189,594 | 1812 | New York, New York, US |
 Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
 American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
 Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
 Wells Fargo wellsfargo.com | Financial Services | 240,197 | - | San Francisco, California, US |
 BlackRock blackrock.com | Financial Services | 34,152 | 1988 | New York, NY |
Frequently asked questions about Ceva Advisors
What does Ceva Advisors do?
Ceva Advisors is an independent, employee-owned financial planning and wealth management firm committed to providing personalized solutions. We are dedicated to building strong relationships with our clients, striving to earn your confidence through our expertise and client-centric approach. Our aim is to assist you in achieving peace of mind as you navigate your financial endeavors. We provide personalized financial planning, strategic retirement strategies, tailored investment portfolios, and impactful giving strategies. At Ceva Advisors, our mission is to provide exceptional service and value to our clients by consistently delivering excellence in wealth management. We are committed to advancing your financial goals and aspirations through personalized strategies tailored to your unique needs and circumstances. Ceva Capital, LLC dba Ceva Advisors is a registered investment adviser in the states of Washington and Ohio. Ceva may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption. Version Date: 4/12/24
How many employees does Ceva Advisors have?
Ceva Advisors has around 3 employees on LinkedIn.
Where is Ceva Advisors headquartered?
Ceva Advisors is headquartered in Redmond, WA.
Where does Ceva Advisors have offices?
Ceva Advisors lists 2 office locations, including Redmond, WA, US; Beavercreek, Ohio, US.
When was Ceva Advisors founded?
Ceva Advisors was founded in 2023.
Build a lead list from companies like Ceva Advisors
Describe your ICP or import a CSV. Warmrank finds matching companies, enriches contacts with verified emails, and tracks every lead.