E2i Financial Group, Llc
E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology. Our dedication to transparency in wealth management for investors sets us apart. Our legal and fiduciary obligation to our clients forms the foundation of all that we do. E2i Financial investors enjoy peace of mind that comes from knowing their money is working for them – not us. E2i Financial delivers thoughtful investment advice free from the conflicts of interest associated with firms that manufacture or sell proprietary products, trade their own accounts or engage in any of the other commercial activities that led to the financial crisis. E2i Financial Group was founded by Robert Perez, CWPP, who serves as Executive Chairman and Chief Investment Officer. The company is headquartered in Charlotte.
7-day free trial · no credit card
Verified contacts
2
available on Kipplo
LinkedIn employees
3
11 to 50 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
1
tools in use
Monthly traffic
9
organic / mo
Sign up free to see all 2 verified contacts at E2i Financial Group, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
Showing 1 of 2 verified contacts
Top roles at E2i Financial Group, Llc
2 distinct titles indexed · top 2 shown.
- 1founder and chief investment officer
- 1investment advisor representative
Sign up to unlock all 2 contacts at E2i Financial Group, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 2 verified contacts at E2i Financial Group, Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.