Benchmark Wealth Management - Crunchbase Company Profile & Funding

Overview

Benchmark 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 Benchmark Wealth Management

CB Rank

2661454

Benchmark Wealth Management provides financial planning and wealth management services.

Acquired by

Mercer Advisors

Private

Old Lyme, Connecticut, United States

1-10

benchmarkwealthmgmt.com

Finance

Financial Services

Wealth Management

Details

Legal Name

Benchmark Wealth Management, LLC

Operating Status

Closed

Company Type

For Profit

About the Company

Benchmark Wealth Management provides financial planning and wealth management services.

Phone Number

1 860 434 6890

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning

A service that develops personalized financial plans for high-net-worth individuals and retirees to help them understand their financial position and achieve their goals.

Investment Management

A service focused on managing clients' investment portfolios using passive strategies based on broad market indexes to reduce risk and stress.

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Financials

M&A Details

Benchmark Wealth Management

was acquired by

Mercer Advisors

obfuscation

Transaction Name

Benchmark Wealth Management acquired by Mercer Advisors

Acquired by

Mercer Advisors

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

1-10

Contacts

News

Technology

View Tech Report

IT Spend

$87.8K

This year,

Benchmark Wealth Management

is projected to spend

$87.8K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Transportation Security	70

Active Website Tech Count

Benchmark Wealth Management

is actively using

technologies for its website, according to BuiltWith. These include

Euro

Cloudflare CDN

, and

Cloudflare

Lists Featuring This Company

Closed Northeastern US Finance Companies

714 Number of Organizations • $5.7B Total Funding Amount • 776 Number of Investors

Closed New England Companies

7,341 Number of Organizations • $76.7B Total Funding Amount • 8,621 Number of Investors

Closed Wealth Management Companies

763 Number of Organizations • $1.7B Total Funding Amount • 333 Number of Investors

Closed United States Finance Companies

2,812 Number of Organizations • $29.2B Total Funding Amount • 2,762 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Benchmark Wealth Management

's headquarters?

Benchmark Wealth Management

is located in

Old Lyme, Connecticut, United States

Who are

Benchmark Wealth Management

's competitors? Alternatives and possible competitors to

Benchmark Wealth Management

may include

Clearwater Capital Partners

Legacy Asset Management

, and

Panoramic Financial Planning