Francis Financial, Inc. (Financial Services, Wealth Management) — Funding, Investors & Signals 2026

Francis Financial, Inc.

Founded 2002

New York, United States 19 employees Financial Services, Wealth Management

Francis Financial, Inc. is an award winning, Boutique Wealth Management and Financial Planning firm dedicated to providing successful individuals and families personalized financial guidance. The founded in 2002 firm specializes in servicing clients with approximately $2-3 Million and more in investible assets. Additionally, Francis Financial, Inc. specializes in Divorce Financial Planning, offering unbiased recommendations and analyzing and forecasting the short-term and long-term impacts of any given settlement. They work closely with Divorce Attorneys, mediators, coaches and other divorce professionals through this process. With its fee-only approach, the firm promises objectivity in their recommendations and services, providing fiduciary loyalty and financial peace of mind to their family of clients. The industries in which Francis Financial, Inc. operates are Financial Services and Wealth Management. The company has not disclosed its headquarter location or its last investment details and investors.

FAQ About Francis Financial, Inc.

Francis Financial, Inc. is an award winning, Boutique Wealth Management and Financial Planning firm dedicated to providing successful individuals and families personalized financial guidance. Our fee-only approach promises objectivity in our recommendations and services to you, and provides fiduciar...

Francis Financial, Inc. was founded in 2002.

Francis Financial, Inc. is headquartered in New York, United States.

Francis Financial, Inc. operates in the following industries: Financial Services, Wealth Management.

Francis Financial, Inc. has approximately 19 employees.

Top alternatives and competitors to Francis Financial, Inc. include Family Wealth Planning Partners, Northstar Financial Planning, Pension Works, Market Street Wealth Management Advisors, SageVest Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.

Francis Financial, Inc. and Family Wealth Planning Partners are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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