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40Visibility
Firmographics
Headcount
3
Founded
1998
Industry
financial services
Location
Boca Raton, Florida, United States
Web & CRM stack
Site technology
WordPress; Wix
CRM detected
Calendly
AI search visibility
Times cited
0
Branded query
Appears
Non-branded query
Does not appear
Notes
appears for branded search only; not found in category queries
Activity signals
Recent blog activity
Current copyright year
Upcoming events listed
Any recent site activity
Credibility violations 1
- —cluttered layout