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SAI Financial Services Logo
SAI Financial Services CB Rank
966639
Heat Score
39
SAI Financial Services specializes in tax preparation, retirement planning, investment management and insurance consulting.
Founded
obfuscation
Private Warrenville, Illinois, United States1-10 www.saifinancial.com
Consulting
Financial Services
Retirement
Overview

SAI Financial Services
Heat Score
39

Growth Score
pts
in past quarter
Heat Score 39
-7 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 SAI Financial Services

CB Rank
966639
SAI Financial Services specializes in tax preparation, retirement planning, investment management and insurance consulting.
Founded
obfuscation
Private Warrenville, Illinois, United States1-10 www.saifinancial.com
Consulting
Financial Services
Retirement

Details

Legal Name SAI Financial Services, Inc.
Operating Status Active
Company Type For Profit
Phone Number +1 630 221 1112
Contact Email jeff@saifinancial.com
Predictions & Insights

Growth Insight

See this Growth Insight
SAI Financial Services is
Lorem
 to be growing
Top Contributing Factors
Merger or Acquisition

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that helps clients protect, preserve, and grow their assets through comprehensive financial strategies tailored to individual needs.
Investment Management
A service offering personalized portfolio design, asset allocation, and ongoing investment oversight to meet clients' financial objectives.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 29
News

News and Press

News•Jul 9, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

206

IT Spend

$556.2KThis year, SAI Financial Services is projected to spend $556.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Micron Technology (MU) Logo
Micron Technology (MU)
72
Cultivate Logo
Cultivate
72
Gen Z workforce Logo
Gen Z workforce
71

Actively Used Products

19SAI Financial Services uses 19 technology products and services including HTML5, Modernizr, and  Wistia, according to G2 Stack.

Active Website Tech Count

21SAI Financial Services is actively using 21 technologies for its website, according to BuiltWith. These include HSTS, Google Tag Manager, and  Google Font API.
Sub-Organizations
Frequently Asked Questions

Where is SAI Financial Services's headquarters? SAI Financial Services is located in Warrenville, Illinois, United States.Who are SAI Financial Services's competitors? Alternatives and possible competitors to SAI Financial Services may include Fidelity Investments, Prudential Financial, and  Ameriprise Financial.
Who We Are
What We Do
Helpful Links
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