Cbtx Wealth Management - Crunchbase Company Profile & Funding

Overview

Cbtx Wealth Management

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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

See more interactive data and historical milestones on desktop for the best experience

About Cbtx Wealth Management

CB Rank

3292903

Cbtx Wealth Management offers wealth management, retirement, estate planning, investment planning, and employee benefits.

Private

Nacogdoches, Texas, United States

11-50

www.cbtxwealthmanagement.com

Employee Benefits

Financial Services

Retirement

Wealth Management

Details

Operating Status

Active

Company Type

For Profit

Phone Number

1 (936) 715-4100

Contact Email

trust@cbtx.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

529 Savings Plans

Tax-advantaged investment accounts for saving for qualified higher education expenses, with contributions growing tax-deferred and withdrawals tax-free when used for eligible costs.

Wealth Management Services

Comprehensive financial planning and management services including retirement, estate, and investment planning tailored to individual client needs.

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

Headcount

11-50

News

Technology

View Tech Report

Monthly Web Visits

675

2,077.42%

in past month

IT Spend

$80.7K

This year,

Cbtx Wealth Management

is projected to spend

$80.7K

on IT, according to Aberdeen.

Active Website Tech Count

Cbtx Wealth Management

is actively using

technologies for its website, according to BuiltWith. These include

Viewport Meta

CommonCrawl Top 10m

, and

Cloudflare Hosting

Lists Featuring This Company

Retirement Companies With More Than $1M in Revenue

9,319 Number of Organizations • $38.4B Total Funding Amount • 545 Number of Investors

Wealth Management Companies With More Than 10 Employees (Top 10K)

9,925 Number of Organizations • $236.6B Total Funding Amount • 3,275 Number of Investors

Employee Benefits Companies With Fewer Than 100 Employees

7,268 Number of Organizations • $4.4B Total Funding Amount • 1,969 Number of Investors

Texas Retirement Companies

935 Number of Organizations • $102.7M Total Funding Amount • 20 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Cbtx Wealth Management

's headquarters?

Cbtx Wealth Management

is located in

Nacogdoches, Texas, United States

Who are

Cbtx Wealth Management

's competitors? Alternatives and possible competitors to

Cbtx Wealth Management

may include

Scheller Financial Services

Legacy Investment Consultants

, and

LCS Financial Group