Industry Category
Business Keywords
Company Description
Woven Capital is a leading financial planning firm dedicated to helping individuals and families achieve their financial goals. Located in Redding, CA, at 1800 Pine St., Suite A, Woven Capital leverages technology and personalized service to provide comprehensive financial solutions across the country.
Woven Capital specializes in hourly financial consulting, retirement planning, investment management, and wealth management. The firm's fee-only approach ensures unbiased advice, aligning its interests with those of its clients. Woven Capital is committed to providing tailored strategies that empower clients to make informed financial decisions and build a secure future.
With client hubs in Redding, CA, the San Francisco Bay Area, Portland, OR, and Minneapolis, MN, Woven Capital offers flexible and accessible financial planning services. The firm is dedicated to fostering long-term relationships built on trust and delivering exceptional value to its clients. We encourage the manager of Woven Capital to create a customized and exclusive company showcase and product listing on our platform to further enhance your company's visibility.
Key Personnel / Employees
Compare Companies Side by Side
Compare Woven Capital with 3 companies in Financial-Services
| Comparison Field |
Woven CapitalMain Company |
Evelyn PartnersView Profile |
Stockman of MontanaView Profile |
Kendall Capital Mana...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1953 | 2005 | |
|
Company Size
|
— | 1,001-5,000 | 501-1,000 | 2-10 |
|
City
|
Redding, CA | Miles City, MT | Rockville, Maryland | |
|
Country
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United States | |||
|
Skills & Keywords
Comparing with main company
|
8 Total Skills
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Financial Consulting
Fee-Only Financial Planning
Financial Services
Hourly Financial Consulting
|
13 Total
1 Common
12 Unique
Match
13%
Common Skills:
Financial Planning
Unique Skills:
Accountancy
Charity Investment Management
Corporate Finance
Employee Benefits
Family Office Services
Forensic Services
+6
|
13 Total
2 Common
11 Unique
Match
25%
Common Skills:
Financial Planning
Financial Services
Unique Skills:
Banking
Commercial Banking
Commercial Insurance
Commercial Lending
Insurance
Mortgage Lending
+5
|
18 Total
1 Common
17 Unique
Match
13%
Common Skills:
Financial Planning
Unique Skills:
401(k) Management
AEP & CFP firm
CERTIFIED FINANCIAL PLANNER
CFA
Charitable Giving Strategies
Client-Centered Financial Advice
+11
|
4
Total Companies1953
Oldest Founded1
Countries48
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