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Core Financial Partners Logo
Core Financial Partners Growth Score
82
CB Rank
801845
Heat Score
44
Core Financial Partners is a wealth management company that offers tax and financial planning resources to help small business owners.
Founded
obfuscation
Private Venice, California, United States11-50 corefpi.com/
Asset Management
Financial Services
Office Administration
Personal Finance
Wealth Management
Overview

Core Financial Partners
Growth Score
82
Heat Score
44

Growth Score82
-4 pts
in past quarter
Heat Score 44
-15 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Core Financial Partners

CB Rank
801845
Core Financial Partners is a wealth management company that offers tax and financial planning resources to help small business owners.
Founded
obfuscation
Private Venice, California, United States11-50 corefpi.com/
Asset Management
Financial Services
Office Administration
Personal Finance
Wealth Management

Key People

  • John Koudsi Logo
    John Koudsi: Founder and Chief Executive Officer
    Past Role: Ameriprise Financial Services, LLC, Financial Advisor

Details

Legal Name Core Financial Partners, Inc.
Operating Status Active
Company Type For Profit
Founders  John Koudsi
Phone Number +1 310 450 6004
Contact Email info@corefpi.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Corporate Financial Planning and Credit Line Facilitation
Assists businesses in securing credit lines and managing corporate finances to improve cash flow and growth potential.
Tax Planning and Deduction Strategies
Provides strategies to reduce tax liabilities through creative funding and tax deduction planning for business owners.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 6

Employee Profiles

News
Technology
View Tech Report

IT Spend

$84.9KThis year, Core Financial Partners is projected to spend $84.9K on IT, according to Aberdeen.

Actively Used Products

11Core Financial Partners uses 11 technology products and services including HTML5, jQuery, and  Modernizr, according to G2 Stack.

Active Website Tech Count

27Core Financial Partners is actively using 27 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Core Financial Partners's headquarters? Core Financial Partners is located in Venice, California, United States.Who are Core Financial Partners's competitors? Alternatives and possible competitors to Core Financial Partners may include HighTower Advisors, Creative Planning, and  Cerity Partners.
Who We Are
What We Do
Helpful Links
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