Way Financial
WAY is a resource sharing platform that supports driven entrepreneurs in building their company and business while transforming the experience of clients and advisors in the financial services industry. From the start of their professional career in helping clients understand the merits of financial planning, to their incorporation and branding development, business-minded financial advisors are guided by the Way Platform in areas of industry and product knowledge, compliance, operational strategies and many more. One especially attractive component of the Platform is its ability to help its partners connect – to other professionals, clients and others – so as to provide an enduring stream of revenue for those connected. The icon, featuring two persons holding hands and swapping colours, is a symbol of sharing and connecting which underlines the foundation of our platform, with the circular dots an embracement to new technology in doing business efficiently.
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Verified contacts
13
available on Kipplo
LinkedIn employees
20
51 to 200 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
2
tools in use
Monthly traffic
1
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- SY
Susana Yu
Operations Manager · Operations
EmailPhone - YF
Yvonne Feng
Assistant Accounting Manager · Finance & Accounting
EmailPhone - CP
Catherine Pat
Financial Advisor · Finance & Accounting
EmailPhone - MM
Michelle Mar
Processing & Compliance Officer · Other
EmailPhone
Showing 4 of 13 verified contacts
Top roles at Way Financial
8 distinct titles indexed · top 8 shown.
- 5financial advisor
- 1assistant accounting manager
- 1contract assistant
- 1member relations manager
- 1operations manager
- 1owner
- 1processing & compliance officer
- 1processing and contracting officer
Sign up to unlock all 13 contacts at Way Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 13 verified contacts at Way Financial
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