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Root financial

Root Financial

Jersey City, New Jersey, United States Of America

employees

Your Organizational Collective Activity

View your organizations’ collective activity with Root Financial to find the best way to reach out

***

-->,

***

<--,

***

Last interaction was ** days ago.
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*** and ******* are the closest.

CRM Data

View Root Financials’ CRM data to get more info on their experience with your organization

Account Type******* *****
Account Owner**** ****
Account Opps/Deals

******* ******

Closed Won • Jan 25

***K $

Closed

Best path for intro

View Root Financials’ best path for intro to find the best way to reach out

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***** *******
Past Champion
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******* ***
Colleague - Career Overlap

Leveraging your organizational collective network
to fuel scalable (and repeatable) business growth.

Champions Who Joined Root Financial

Leverage your existing network to create new connections with Root Financial

  • intail.ai example profile image
    ****** ********
    ******** ******
    *****
    *
  • intail.ai example profile image
    ****** ***
    ******* ***
    *****
    ***
  • intail.ai example profile image
    *** ******
    *** ****
    *****
    **

Champions Who Left Root Financial

Manage your risk with Root Financial to maintain a stable relationship

  • intail.ai example profile image
    **** ********
    ***** ********
    *****
    **
  • intail.ai example profile image
    ******** ********
    *** ********
    *****
    *
  • intail.ai example profile image
    ******* *******
    ******** ********
    *****
    **