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Chicory Wealth Logo
Chicory Wealth CB Rank
783881
Heat Score
61
Chicory Wealth is an investment advisory firm that offers financial advice, retirement planning and wealth management services.
Founded
obfuscation
Private Decatur, Georgia, United States11-50 chicorywealth.com
Advice
Financial Services
Retirement
Wealth Management
Overview

Chicory Wealth
Heat Score
61

Growth Score
pts
in past quarter
Heat Score 61
-15 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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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Chicory Wealth

CB Rank
783881
Chicory Wealth is an investment advisory firm that offers financial advice, retirement planning and wealth management services.
Founded
obfuscation
Private Decatur, Georgia, United States11-50 chicorywealth.com
Advice
Financial Services
Retirement
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number +1 404 294 5917
Contact Email info@chicorywealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Life Planning
A service that creates personalized financial plans tailored to individual needs and goals, designed to evolve over a client's lifetime.
Socially Conscious Investing
An investment approach that aligns clients' portfolios with their values by focusing on environmental, social, and governance (ESG) criteria.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 15
News

News and Press

News•Apr 11, 2025
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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

795
332.07%
 in past month

IT Spend

$306.6KThis year, Chicory Wealth is projected to spend $306.6K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Apple (AAPL) Logo
Apple (AAPL)
67
Ring Logo
Ring
65

Active Website Tech Count

3Chicory Wealth is actively using 3 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is Chicory Wealth's headquarters? Chicory Wealth is located in Decatur, Georgia, United States.Who are Chicory Wealth's competitors? Alternatives and possible competitors to Chicory Wealth may include Betterment, Charles Schwab, and  Wealthfront.
Who We Are
What We Do
Helpful Links
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