CD Wealth Management - Crunchbase Company Profile & Funding

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Overview

CD Wealth Management

Growth Score

80

Heat Score

28

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

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 CD Wealth Management

CB Rank

1610981

CD Wealth Management offers financial planning and advisory services for families, businesses, corporate executives, and non-profits.

Acquired by

Bluespring Wealth Partners

Founded

obfuscation

Private

Dallas, Texas, United States

www.cdwealth.com

Financial Services

Wealth Management

Key People

Scott Cohen: Principal, Founder & Chief Executive Officer
Past Role: IMA | Waldman, President, Financial Services Division
Ilona Friedman: Principal, Managing Director & Chief Wealth Management Officer
Past Role: IMA | Waldman, Wealth Advisor

Details

Legal Name

CD Wealth Management, LLC

Operating Status

Active

Company Type

For Profit

Founders

About the Company

CD Wealth Management offers financial planning and advisory services for families, businesses, corporate executives, and non-profits.

Phone Number

+1 972 499-6280

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning and Advisory Services

Provides tailored financial planning and advisory services for individuals, families, businesses, executives, and non-profits to manage and grow their wealth.

Deferred Compensation and Executive Benefit Programs

Offers deferred compensation and executive benefit plans to help privately held businesses attract and retain key employees.

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Financials

M&A Details

CD Wealth Management

was acquired by

Bluespring Wealth Partners

for

obfuscation

on

obfuscation

.

Transaction Name

CD Wealth Management acquired by Bluespring Wealth Partners

Acquired by

Bluespring Wealth Partners

Announced Date

obfuscation

Price

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

Employee Profiles

Contacts

Employee Profiles

Scott Cohen Principal, Founder & Chief Executive Officer
Ilona Friedman Principal, Managing Director & Chief Wealth Management Officer
Andy Dropkin Principal, Managing Director, & Chief Investment Officer

News

News and Press

News•

Mar 1, 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

370

-63.15%

in past month

IT Spend

$112.7K

This year,

CD Wealth Management

is projected to spend

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Dow Jones	81
Internet Service	72
Internet Access	71

Actively Used Products

16

CD Wealth Management

uses

16

technology products and services including

,

Google Tag Manager

, and

GoDaddy Premium DNS

, according to G2 Stack.

Active Website Tech Count

6

CD Wealth Management

is actively using

6

technologies for its website, according to BuiltWith. These include

CommonCrawl Top 50m

,

Facebook Sharer

, and

.

Lists Featuring This Company

Lists Featuring This Company

Financial Services Acquired Companies With Fewer Than 50 Employees

3,523 Number of Organizations • $16.3B Total Funding Amount • 3,098 Number of Investors

Financial Services Acquired Companies With Less Than $500M in Revenue

4,162 Number of Organizations • $92.8B Total Funding Amount • 6,903 Number of Investors

Texas Acquired Companies With Less Than $50M in Revenue

1,768 Number of Organizations • $15.1B Total Funding Amount • 1,515 Number of Investors

Southern US Acquired Companies With Less Than $500M in Revenue

8,538 Number of Organizations • $123.4B Total Funding Amount • 6,714 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

CD Wealth Management

's headquarters?

CD Wealth Management

is located in

Dallas, Texas, United States

.

Who are

CD Wealth Management

's competitors? Alternatives and possible competitors to

CD Wealth Management

may include

HighTower Advisors

,

, and

.