Custom Wealth Management, LLC
Let's build your financial future together.
5 employees · est. 2005 · Syracuse, United States
JSF Financial
Helping families and individuals navigate the intersection of life and finances
42 employees · est. 1996 · Los Angeles, United States
JSF Financial is the older company (2005 vs 1996); JSF Financial is the larger of the two.
Side-by-Side Comparison
| Metric | Custom Wealth Management, LLC | JSF Financial |
|---|---|---|
| Founded | ||
| Founded | 2005 | 1996 older |
| Headquarters | ||
| Headquarters | Syracuse, United States | Los Angeles, United States |
| Employees | ||
| Employees | 5 | 42 larger |
| Industry | ||
| Industry | Financial Services | Finance, Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Financial Planning, Wealth Management, Investment Advisory, Retirement Planning, Securities Trading, Broker-Dealer Services, Financial Advisory, Registered Investment Adviser, Retirement Services, Comprehensive Financial Planning, 401(k) Services, Financial Future Planning, Wealth Building, Generational Wealth | Wealth Management, Financial Planning, Tax Planning, Estate Planning, Investment Services, Financial Education, Client Referrals, Broker Dealer Services, Registered Investment Adviser, Team-oriented Culture, Personalized Financial Advice |
| Website | ||
| Website | customwealthmanagement.com | jsffinancial.com |
About Custom Wealth Management, LLC
Custom Wealth Management, LLC, with its slogan "Let's build your financial future together," aims to provide expert financial planning and wealth management services. Founded in 2005, the company operates in the Financial Services sector. It offers a unique planning process to construct a powerful b...
About JSF Financial
JSF Financial is a financial services startup based in Los Angeles, founded in 1996 by Jeff Fishman, J.D., a former lawyer with a passion for helping people with their finances. The team focuses on providing innovative wealth management and planning solutions for families and individuals, emphasizin...
We will tell you when either one moves
BounceWatch watches Custom Wealth Management, LLC and JSF Financial for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Custom Wealth Manageme... and JSF Financial — by email.
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at Custom Wealth Management, LLC on 22 Nov 2024, and JSF Financial on 11 Nov 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
