Company Tagline
Rule Your Finances
Industry Category
Business Keywords
Company Description
Rooled is a leading financial services company dedicated to simplifying and enhancing financial management for its clients. With a foundation built on decades of collective experience and cutting-edge technology, Rooled provides comprehensive solutions designed to make finances easier to manage, coordinate, and advance.
Located in San Jose, California 95113, US, Rooled specializes in a range of services, including tax planning, financial consulting, outsourced accounting, and outsourced CFO solutions. Rooled is committed to delivering tailored strategies that meet the unique needs of each client, ensuring financial success and growth.
Rooled combines expertise with innovative approaches to provide exceptional financial services. We invite the manager of Rooled to create a customized and exclusive company showcase and product listing on our platform, further highlighting their commitment to excellence and client success.
Rooled est une société leader de services financiers dédiée à simplifier et à améliorer la gestion financière de ses clients. Forte de décennies d'expérience collective et de technologies de pointe, Rooled propose des solutions complètes conçues pour faciliter la gestion, la coordination et l'avancement des finances.
Située à San Jose, Californie 95113, États-Unis, Rooled se spécialise dans une gamme de services, notamment la planification fiscale, le conseil financier, la comptabilité externalisée et les solutions de DAF externalisé. Rooled s'engage à fournir des stratégies sur mesure qui répondent aux besoins uniques de chaque client, garantissant ainsi leur succès financier et leur croissance.
Rooled combine expertise et approches innovantes pour fournir des services financiers exceptionnels. Nous invitons le responsable de Rooled à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, soulignant ainsi davantage son engagement envers l'excellence et la réussite de ses clients.
Key Personnel / Employees
Compare Companies Side by Side
Compare Rooled with 2 companies in Financial-Services
| Comparison Field |
RooledMain Company |
Redpath and Company...View Profile |
Austin First Financi...View Profile |
|---|---|---|---|
|
Founded Year
|
— | 1971 | 1997 |
|
Company Size
|
— | 201-500 | 2-10 |
|
City
|
San Jose, California | Saint Paul, Minnesota | Austin, Texas |
|
Country
|
United States | United States | United States |
|
Skills & Keywords
Comparing with main company
|
11 Total Skills
Financial Services
Tax Planning
Financial Consulting
Outsourced Accounting
CFO Solutions
Financial Management
Wealth Management
tax planning
financial consulting
outsourced accounting
outsourced cfo
|
19 Total
19 Unique
Unique Skills:
audit
business tax
closely-held & employee-owned businesses
construction / real estate / engineering
consulting
employee stock ownership plans (ESOP)
+13
|
18 Total
18 Unique
Unique Skills:
401k
403 b
457 plans
adult financial education
fiduciary
finance
+12
|
3
Total Companies1971
Oldest Founded1
Countries48
Unique SkillsSimilar Companies
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Alternative Company Names
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