360 Wealth Management - Crunchbase Company Profile & Funding

Overview

360 Wealth Management

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About 360 Wealth Management

CB Rank

1569188

360 Wealth Management provides various types of Wealth Management & Financial Services.

Private

Dallas, Texas, United States

1-10

360wm.net/

Consulting

Financial Services

Wealth Management

Details

Operating Status

Active

Company Type

Non-profit

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Proactive Asset Management

Investment portfolios are managed professionally and proactively, with a focus on maximizing risk-adjusted returns.

Sensitivity to Expenses and Taxes

Advisors work to mitigate tax consequences and select low-cost investments to enhance returns.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

1-10

News

Technology

View Tech Report

Monthly Web Visits

225

-33.82%

in past month

IT Spend

$283.8K

This year,

360 Wealth Management

is projected to spend

$283.8K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Medicare	96
Zoom	94
Group Calendars	91

Active Website Tech Count

360 Wealth Management

is actively using

technologies for its website, according to BuiltWith. These include

IPhone / Mobile Compatible

CommonCrawl Top 5m

, and

Forminator

Lists Featuring This Company

Wealth Management Companies With Less Than $500M in Revenue (Top 10K)

9,689 Number of Organizations • $32.4B Total Funding Amount • 2,846 Number of Investors

Dallas Companies With Fewer Than 1000 Employees (Top 10K)

9,787 Number of Organizations • $70.8B Total Funding Amount • 2,118 Number of Investors

Dallas Financial Services Companies

1,680 Number of Organizations • $11.5B Total Funding Amount • 250 Number of Investors

Texas Wealth Management Companies

1,176 Number of Organizations • $229M Total Funding Amount • 31 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

360 Wealth Management

's headquarters?

360 Wealth Management

is located in

Dallas, Texas, United States

Who are

360 Wealth Management

's competitors? Alternatives and possible competitors to

360 Wealth Management

may include

HighTower Advisors

Creative Planning

, and

Wealth Enhancement Group