Peachcap
PeachCap's collaborative model provides fully integrated tax, accounting, and wealth services to families and businesses nationwide. Our structure uniquely partners Tax, Wealth, and Accounting services to work cohesively for clients, maximizing the impact of advice. Families and Businesses working with PeachCap have access to a broad set of integrated services, including but not limited to: Wealth/Retirement Planning, Tax Strategy and Preparation, Accounting and Bookkeeping Services. PeachCap is a CPA Firm, Broker Dealer, and RIA
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Verified contacts
20
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
18
indexed titles
Tech stack
1
tools in use
Monthly traffic
54
organic / mo
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Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- EK
Edward Kim
Chief Investment Officer Head of Fixed Income Trading · Other
EmailPhone - SE
Shelley Eddy
Director of Business Development · Sales & Business Development
EmailPhone - LP
Lisa Perkins
Vice President of Operations · Operations
EmailPhone - LM
Lauren McCorquodale
Accounting Manager · Finance & Accounting
EmailPhone - KW
Karen Wesley
Tax Advisor · Finance & Accounting
EmailPhone - MS
Michael Simpson
Bookkeeper · Finance & Accounting
EmailPhone - CP
Cameron Parkhurst
Head of Institutional Relationships Fixed Income · Other
EmailPhone - EB
Eric Burnette
Chief Executive Officer · Other
EmailPhone - JG
Josh Gregg
CFO & Partner · Finance & Accounting
EmailPhone
Showing 9 of 20 verified contacts
Top roles at Peachcap
18 distinct titles indexed · top 10 shown.
- 2director of business development
- 1accounting manager
- 1bookkeeper
- 1cfo & partner
- 1chief executive officer
- 1chief investment officer head of fixed income trading
- 1chief of staff
- 1compliance associate
- 1compliance coordinator
- 1customer service advisor
- +8more titles
Sign up to unlock all 20 contacts at Peachcap
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 20 verified contacts at Peachcap
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