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E2I Financial Logo
E2I Financial CB Rank
2072003
Heat Score
50
E2I Financial is a financial firm that provides portfolio management, wealth preservation, and annuities services.
Founded
obfuscation
Private Charlotte, North Carolina, United States11-50 www.e2ifinancial.com
Advice
Financial Services
Wealth Management
Overview

E2I Financial
Heat Score
50

Growth Score
pts
in past quarter
Heat Score 50
1 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
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About E2I Financial

CB Rank
2072003
E2I Financial is a financial firm that provides portfolio management, wealth preservation, and annuities services.
Founded
obfuscation
Private Charlotte, North Carolina, United States11-50 www.e2ifinancial.com
Advice
Financial Services
Wealth Management

Key People

Details

Legal Name E2i Financial Group LLC
Operating Status Active
Company Type For Profit
Founders  Robert Perez
Phone Number 1-(800) 650-4315
Contact Email info@e2ifinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Preservation
Guidance on planning to preserve wealth and avoid costly financial mistakes that could jeopardize financial goals.
Portfolio Management
Management of investment portfolios with an approach to balance growth and risk protection during market downturns.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Board Members and Advisors 1 Contacts 6

Employee Profiles

Board Members and Advisors

News
Technology
View Tech Report

IT Spend

$68.5KThis year, E2I Financial is projected to spend $68.5K on IT, according to Aberdeen.

Active Website Tech Count

2E2I Financial is actively using 2 technologies for its website, according to BuiltWith. These include Amazon CloudFront, AWS Cloudfront Paris Edge, and  AWS Cloudfront Sydney Edge.
Sub-Organizations
Frequently Asked Questions

Where is E2I Financial's headquarters? E2I Financial is located in Charlotte, North Carolina, United States.Who are E2I Financial's competitors? Alternatives and possible competitors to E2I Financial may include Mariner Wealth Advisors, CAPTRUST, and  Creative Planning.
Who We Are
What We Do
Helpful Links
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