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49 Financial Logo
49 Financial CB Rank
499005
Heat Score
44
A Financial Services Company .
Founded
obfuscation
Private Austin, Texas, United States www.49financial.com
Financial Services
Overview

49 Financial
Heat Score
44

Growth Score
pts
in past quarter
Heat Score 44
-20 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About 49 Financial

CB Rank
499005
A Financial Services Company .
Founded
obfuscation
Private Austin, Texas, United States www.49financial.com
Financial Services

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Travis Penfield
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that creates tailored financial plans based on individual goals and circumstances to guide clients in managing their finances.
Investment Advisory Services
Advisory services that provide investment management and guidance tailored to clients' financial objectives and risk tolerance.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Employee Profiles 1 Contacts 209

Employee Profiles

News

News and Press

News•Jan 29, 2026
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News•Jun 13, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1,509
3.64%
 in past month

IT Spend

$10MThis year, 49 Financial is projected to spend $10M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Comparative Analysis Logo
Comparative Analysis
100
Chrome Logo
Chrome
96
Wealthtech Logo
Wealthtech
92

Actively Used Products

1849 Financial uses 18 technology products and services including HTML5, Office 365, and  Google Compute Engine, according to G2 Stack.

Active Website Tech Count

3049 Financial is actively using 30 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is 49 Financial's headquarters? 49 Financial is located in Austin, Texas, United States.Who are 49 Financial's competitors? Alternatives and possible competitors to 49 Financial may include Fidelity, Charles Schwab, and  Ameriprise Financial.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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