The Financialist
The Financialist helps you plan life better. Team of CAs, CFAs, and Investment Bankers provide unbiased financial advice. No Commission, No Brokerage Policy.
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Verified contacts
51
available on Kipplo
LinkedIn employees
42
11 to 50 range
Open roles
—
no listings
Distinct roles
23
indexed titles
Tech stack
0
tools in use
Monthly traffic
16
organic / mo
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Decision-makers and verified team members
51 contacts with verified email or phone · masked until revealed.
- RR
Raghav Ruia
Principal Wealth Advisor · Finance & Accounting
EmailPhone - US
Umang Shah
Principal Wealth Advisor · Finance & Accounting
EmailPhone - GJ
Gargi Joglekar
Senior Wealth Advisor · Finance & Accounting
EmailPhone - KS
Krisha Shah
Wealth Advisor · Finance & Accounting
EmailPhone - PS
Priyank Shah
Wealth Advisor · Finance & Accounting
EmailPhone - SK
Sania Kapadia
Wealth Advisor · Finance & Accounting
EmailPhone - SG
Satyarth Grover
Private Wealth Advisor · Finance & Accounting
EmailPhone - SV
Shantanu Vaidya
Senior Wealth Advisor · Finance & Accounting
EmailPhone - AS
Aashish Singla
Software Developer · Information Technology
EmailPhone
Showing 9 of 51 verified contacts
Top roles at The Financialist
23 distinct titles indexed · top 10 shown.
- 11wealth advisor
- 6senior wealth advisor
- 4principal wealth advisor
- 2product designer
- 2the financialist
- 2wealth intern
- 1account executive
- 1chief operating officer & principal wealth advisor
- 1co-founder & chief investment officer
- 1co-founder and ceo
- +13more titles
Sign up to unlock all 51 contacts at The Financialist
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