Levallois-Perret, France
Summary
This business specializes in insurance and wealth management, offering personalized advice and solutions to help individuals and businesses achieve financial independence. Their services include retirement savings plans, health insurance, and asset protection, catering to both private clients and corporate entities. The company emphasizes a holistic approach to financial planning, ensuring clients can make informed decisions at every stage of their lives.
Based on content on swisslife.fr
kaufmanrossinwealth.com
Miami, FL
Wealth Management and Financial Advisory Services
We offer API access to our data.
7 of 8 checks passed
Label
Value
Active Dates
23.2 years — Since Oct 2001
Web Hosting
Platform
E-Mail Provider
Proofpoint, Microsoft Office 365
NAICS Code
524210
SIC 4 Digit Code
6311
SIC 2 Digit Code
63
Industry
1. Insurance and Wealth Management
2. Insurance Agencies and Brokerages
Vendor
Source
Dynatrace
TXT Record
Microsoft
TXT Record
Adobe identity provider
TXT Record
Atlassian
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DocuSign
TXT Record
GlobalSign
TXT Record
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2011 |
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2019 |
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2020 |
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2021 |
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2022 |
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2023 |
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2024 |
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