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Commonwealth Financial Network Email Format
Financial Services
・
501-1,000 employees
・
Waltham, MA, USA
Commonwealth Financial Network is a privately held financial services firm that provides business solutions, consulting, and technology tools to more than 2,000 independent financial advisors nationwide.
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firstinitiallast@commonwealth.com
Company Overview
Industry
Financial Services
Founded
1979
Headquarters
Waltham, MA, USA
Revenue
$1B-$2.5B
FUNDING Stage
Private
Website
Key Executives
Wayne Bloom (Chief Executive Officer), Jon Cleasby (SVP, Chief Financial Officer), Trap Kloman (President and Chief Operating Officer)
Tech Stack
Key Executives
4.9/5 on G2
40K+ GTM professionals
SOC 2 Type II certified
Frequently Asked Questions
What is the email format of Commonwealth Financial Network?
Commonwealth Financial Network uses the firstinitiallast format on commonwealth.com, so Jane Smith would be jsmith@commonwealth.com.
How many independent financial advisors does Commonwealth Financial Network support?
Commonwealth Financial Network supports approximately 1,950 independent financial advisors and financial planners, providing back-office services, compliance support, technology, and investment resources so advisors can operate their own practices.
What is Commonwealth Financial Network's Preferred Portfolio Services platform?
Preferred Portfolio Services, or PPS, is Commonwealth Financial Network's flagship fee-based asset management platform. It includes options like PPS Custom, where advisors manage their own portfolios, and PPS Select, a turnkey model portfolio program using mutual funds, ETFs, and other investment vehicles.
Who founded Commonwealth Financial Network and who leads it today?
Commonwealth Financial Network was founded by Joseph S. Deitch in 1979 and is currently led by CEO Wayne Bloom, who took over the role in 2009, alongside President and COO Trap Kloman.
Can Clay help me find a specific contact's email at Commonwealth Financial Network?
Yes, Clay can help you verify or enrich contact data for Commonwealth Financial Network by applying the firstinitiallast@commonwealth.com pattern to a name, helping you build accurate outreach lists for advisors, executives, or staff at the firm.
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