Zajac - Crunchbase Company Profile & Funding

Overview

Zajac

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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 Zajac

CB Rank

1050602

Zajac is a wealth management company.

Founded

obfuscation

Private

Downingtown, Pennsylvania, United States

1-10

zajacgrp.com/

Finance

Financial Services

Impact Investing

Details

Legal Name

Zajac Group

Operating Status

Active

Company Type

For Profit

About the Company

Zajac Group team-based approach and network of CFAs, attorneys, and advanced planning resources allow us to develop financial solutions big and small. They work with you to build a comprehensive plan for accumulating, preserving, and transferring wealth.

Phone Number

+ 1 610 719 0900

Contact Email

info@zajacgrp.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Equity Compensation Planning

Advisory service to help clients manage employee stock options, restricted stock units, and other equity awards, focusing on vesting, exercising, holding, selling, and tax implications.

Employee Stock Option Exercise Strategies

Guidance on when and how to exercise employee stock options, including cash and cashless exercises, to align with personal financial goals and tax considerations.