Roundleaf Inc
Our mission is to help people achieve their most important financial goal through educated decision making. We understand it’s stressful to find answers when you need it most. That’s why we make it a priority to collaborate to reach goals, provide guidance to make informed decisions, and execute for results. In order to achieve goals, overcome emergencies, or improve any situation; we begin with intentionalizing your finances. RESET your debt, cut your expenses, and eliminate your stress REBUILD your credit ratings, create more savings, and build a strong future REFOCUS your capital, restore your wealth, and improve your life Roundleaf collaborates with you to create a sustainable financial circumstance. Eliminate debt, improve FICO, learn credit scores, qualify for financing, reduce expenses, build capital, and reach financial goals fast. You can find authentic options to make an informed decision. Roundleaf has been around since 2006. We are a boutique firm committed to our customers’ success with progress towards financial perfection. We provide solutions and resources that empower our customers to grow.
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Verified contacts
9
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
17
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- JB
Julian Bossant
Client Experience Manager · Customer/Client Service
EmailPhone - RH
Richard Hua
Founder & CEO · General Business & Management
EmailPhone - BU
Berenice Urquiza
Client Services Manager · Customer/Client Service
EmailPhone - LO
Lorena Ortiz
Client Services Manager · Customer/Client Service
EmailPhone - SA
Sean Akari
In-house Counsel · Legal
EmailPhone - SM
Stan Meurer
Senior Account Manager · Sales & Business Development
EmailPhone - JZ
Jessica Zhang
Accountant · Finance & Accounting
EmailPhone - JR
Joyce Robinson
Account Manager · Sales & Business Development
EmailPhone
Showing 8 of 9 verified contacts
Top roles at Roundleaf Inc
8 distinct titles indexed · top 8 shown.
- 2client services manager
- 1account manager
- 1accountant
- 1administrative assistant
- 1client experience manager
- 1founder & ceo
- 1in-house counsel
- 1senior account manager
Sign up to unlock all 9 contacts at Roundleaf Inc
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