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    Perspective Partners

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    Description

    • For more than 15 years, we've had a singular focus and passion: financial wellness. Our innovations combine both technical and behavioral finance expertise in ways that engage users and help them achieve their savings goals. Our solutions work for employees and service representatives who work with employer groups-retirement plan advisors, recordkeepers, health brokers, accountants and lawyers. Our newest innovation, NestUp Managed Deferrals® is the first program to personalize, optimize, and execute deferrals for both 401(k)s and HSAs holistically. NestUp can help increase participation rates and deferral rates in both HSAs and 401(k)s while making it easier for employees to optimize their savings, finance short- and long-term healthcare needs, and prepare for retirement.Perspective Partners is a subsidiary of Manning & Napier Group, LLC.
    • location

      Headquarters:290 Woodcliff Drive , Fairport, New York, United States

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    • Perspective Partners phone

      Phone Number: +1 585-325-3925

    • Perspective Partners website

      Website: https://www.perspectivepartners.com

    • Perspective Partners employees

      Employees:12

    • Perspective Partners revenue

      Revenue:$1 - 10M

    • Perspective Partners legal name

      Legal Name:Perspective Partners

    • Perspective Partners's Social Media

      Perspective Partners linkedin
    • done Is this data correct?

    • |  NAICS Code: 312230  |

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    Person level website identification

    CEO for Perspective Partners

    David Snyder

    Chief Executive Officer

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Julie Bagley

    Senior Vice President Of Business Development

    Eva Geraghty

    Director Of Client Success

    Josh Currier

    Head Of User Experience

    Samantha Saxby

    Director Of Strategic Partnerships

    Frequently Asked Questions regarding Perspective Partners

    • Where are Perspective Partners's Headquarters?

      Perspective Partners's Headquarters are in 290 Woodcliff Drive ,Fairport,New York,United States

    • What is Perspective Partners's phone number?

      Perspective Partners's phone number is +1 585-325-3925

    • What is Perspective Partners's official website?

      Perspective Partners's official website is https://www.perspectivepartners.com

    • What is Perspective Partners's Revenue?

      Perspective Partners's revenue is $1 - 10M

    • What is Perspective Partners's NAICS code?

      Perspective Partners's NAICS code is 312230

    • How many employees are working in Perspective Partners

      Perspective Partners has 12 employees

    • What is Perspective Partners's Industry?

      Perspective Partners is in the industry of Financial Services

    • Who is Perspective Partners's CEO?

      Perspective Partners's CEO is David Snyder

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