Credent Wealth Management Overview
- Year Founded
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2018
- Status
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Private
- Employees
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84
- Latest Deal Type
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Corporate
- Financing Rounds
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1
- Investments
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3
Credent Wealth Management General Information
Description
Provider of financial services and developer of a multiple strategy platform intended to build a secure future for clients by guiding them in their financial events. The company offers retirement planning, investment management, tax Minimization strategies, charitable giving, risk management, multigenerational estate planning, business planning and high-net-worth investing for its customers to fulfill their financial needs.
Contact Information
Website
www.credentwealth.comCorporate Office
- 200 East 7th Street
- Auburn, IN 46706
- United States
Corporate Office
- 200 East 7th Street
- Auburn, IN 46706
- United States
Credent Wealth Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Credent Wealth Management Comparisons
Industry
Financing
Details
Credent Wealth Management Competitors (22)
One of Credent Wealth Management’s 22 competitors is Fiat Wealth Management, a Corporation company based in Wayzata, MN.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Fiat Wealth Management | Corporation | Wayzata, MN | ||||
| MAGIS Financial Partners | Private Equity-Backed | Wayne, PA | ||||
| Silveroak Wealth Management | Corporation | Minneapolis, MN | ||||
| Wealthspire Advisors | Corporation | New York, NY | ||||
| Creative Planning | Private Equity-Backed | Overland Park, KS |
Credent Wealth Management Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Credent Wealth Management Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Credent Wealth Management Acquisitions (3)
Credent Wealth Management’s most recent deal was a Merger/Acquisition with Clarify Wealth Management for . The deal was made on 01-Oct-2024.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Clarify Wealth Management | 01-Oct-2024 | Merger/Acquisition | Other Financial Services | ||
| Personal Wealth Partners | 11-Aug-2022 | Merger/Acquisition | Consulting Services (B2B) | ||
| CPF Texas | 29-Oct-2018 | Merger/Acquisition | Other Financial Services |
Credent Wealth Management FAQs
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When was Credent Wealth Management founded?
Credent Wealth Management was founded in 2018.
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Where is Credent Wealth Management headquartered?
Credent Wealth Management is headquartered in Auburn, IN.
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What is the size of Credent Wealth Management?
Credent Wealth Management has 84 total employees.
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What industry is Credent Wealth Management in?
Credent Wealth Management’s primary industry is Financial Software.
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Is Credent Wealth Management a private or public company?
Credent Wealth Management is a Private company.
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What is Credent Wealth Management’s current revenue?
The current revenue for Credent Wealth Management is .
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Who are Credent Wealth Management’s investors?
Crestline Investors has invested in Credent Wealth Management.
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Who are Credent Wealth Management’s competitors?
Fiat Wealth Management, MAGIS Financial Partners, Silveroak Wealth Management, Wealthspire Advisors, and Creative Planning are some of the 22 competitors of Credent Wealth Management.
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