Chicory Wealth
Chicory Wealth is a private wealth advisory practice. We provide financial life planning and socially conscious investing services to progressive values-aligned individuals, families, and nonprofit organizations, helping them to “integrate money and meaning” throughout every stage of life. Chicory Wealth is a fee-only registered investment advisor and a Certified B Corporation. Our fully remote team serves clients coast-to-coast. For more information, visit Social Media DISCLAIMER: https://chicorywealth.com/legal-and-privacy/
7-day free trial · no credit card
Verified contacts
20
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
2
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 20 verified contacts at Chicory Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- TW
Tricia Williams
Director of Business Operations · Operations
EmailPhone - TT
Tina Tyson
Client Services Manager · Customer/Client Service
EmailPhone - ED
Emily Deer
Financial Advisor · Finance & Accounting
EmailPhone - DM
Daniel McNabb
Portfolio Manager Partner · Finance & Accounting
EmailPhone - MK
Maggie Kulyk
CEO and Founder · General Business & Management
EmailPhone - MS
Mary Shaltis
Financial Advisor Partner · Finance & Accounting
EmailPhone - HL
Heike Lautenschlaeger
Financial Advisor · Finance & Accounting
EmailPhone - JN
Jacob Newcomer
Financial Advisor · Finance & Accounting
EmailPhone - KH
Katie Hagedorn
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 20 verified contacts
Top roles at Chicory Wealth
10 distinct titles indexed · top 10 shown.
- 8financial advisor
- 2marketing & social responsibility manager
- 1associate advisor
- 1associate financial advisor
- 1ceo and founder
- 1client services manager
- 1director of business operations
- 1financial advisor partner
- 1partner tax advisory manager
- 1portfolio manager partner
Sign up to unlock all 20 contacts at Chicory Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 20 verified contacts at Chicory Wealth
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.