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Capwealth Logo
Capwealth CB Rank
855313
Heat Score
37
Capwealth is an investment advisory firm that provides wealth management, retirement solutions, estate and general planning services.
Founded
obfuscation
Private Franklin, Tennessee, United States11-50 www.capwealthgroup.com/
Consulting
Finance
Financial Services
Retirement
Wealth Management
Overview

Capwealth
Heat Score
37

Growth Score
pts
in past quarter
Heat Score 37
-13 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 Capwealth

CB Rank
855313
Capwealth is an investment advisory firm that provides wealth management, retirement solutions, estate and general planning services.
Founded
obfuscation
Private Franklin, Tennessee, United States11-50 www.capwealthgroup.com/
Consulting
Finance
Financial Services
Retirement
Wealth Management

Key People

Details

Legal Name CapWealth Advisors, LLC
Operating Status Active
Company Type For Profit
Founders  Timothy Pagliara
Phone Number +1 615-778-0740
Contact Email contactus@capwealthgroup.com
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Wealth Management
CapWealth offers wealth management services focusing on asset preservation, growth, and distribution for individuals, families, and foundations.
Wealth Management
CapWealth offers wealth management services focusing on asset preservation, growth, and distribution for individuals, families, and foundations.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 3 Board Members and Advisors 1 Contacts 23

Employee Profiles

Board Members and Advisors

News

News and Press

News•Apr 9, 2026
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News•Jun 18, 2025
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News•Oct 20, 2022
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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

1,275
1,670.83%
 in past month

IT Spend

$344.2KThis year, Capwealth is projected to spend $344.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Hiring Logo
Hiring
86
Wireless Hardware Logo
Wireless Hardware
85
Internet Access Logo
Internet Access
85

Active Website Tech Count

22Capwealth is actively using 22 technologies for its website, according to BuiltWith. These include SSL by Default, SPF, and  nginx.
Sub-Organizations
Frequently Asked Questions

Where is Capwealth's headquarters? Capwealth is located in Franklin, Tennessee, United States.Who are Capwealth's competitors? Alternatives and possible competitors to Capwealth may include HighTower Advisors, Cresset, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
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