Catalyst Investment
Catalyst Financial aims to provide our clients with financial peace of mind through market wisdom, integrity and strong personal relationships. Catalyst Investment Management was founded in 2018 to offer more personalized financial advice and planning. As investment advice becomes more commoditized, we want to focus on people: their needs, concerns, goals, and dreams. To us, our clients are more than just a portfolio. We value our relationships with our clients because the true purpose of financial planning is more than just the finances—it’s about achieving goals. To learn more, please visit https://catalystinvestmentmanagement.com/
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Verified contacts
4
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
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Distinct roles
4
indexed titles
Tech stack
2
tools in use
Monthly traffic
2
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- MW
Megan Whalen
Senior Operations Specialist · Operations
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Nick Shea
Independent Career Agent · Other
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Top roles at Catalyst Investment
4 distinct titles indexed · top 4 shown.
- 1certified financial planner, wealth advisor, co-owner
- 1company owner
- 1independent career agent
- 1senior operations specialist
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