Cooperleaf Capital - Crunchbase Company Profile & Funding

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Overview

Cooperleaf Capital

Heat Score

46

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 Cooperleaf Capital

CB Rank

963071

Cooperleaf Capital is an investment firm that offers wealth management, digital assets, mutual funds, and cash management services.

Founded

obfuscation

Private

Raleigh, North Carolina, United States

www.copperleafcapital.com/

Wealth Management

Key People

Rachael Stack: COO

Details

Legal Name

Copperleaf Capital, LLC

Operating Status

Active

Company Type

For Profit

Phone Number

+1 919-787-9725

Contact Email

rheath@copperleafcapital.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Services

Provides personalized financial plans based on clients' financial situations, goals, and risk tolerance to guide investment and wealth management decisions.

Portfolio Management Services

Manages client investment portfolios with discretionary authority to buy and sell securities, aiming to align with clients' financial goals and risk profiles.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

Employee Profiles

Contacts

Employee Profiles

Rachael Stack COO

News

Technology

View Tech Report

Monthly Web Visits

38

-93.55%

in past month

Interest Signals

Topic	Surge Score
Fixed Income Investment Management Software	70
Enterprise Spend Management	69
Corporate Investment and Asset Management Platform	67

Actively Used Products

14

Cooperleaf Capital

uses

14

technology products and services including

,

Google Tag Manager

, and

, according to G2 Stack.

Active Website Tech Count

15

Cooperleaf Capital

is actively using

15

technologies for its website, according to BuiltWith. These include

,

, and

U.S. Server Location

.

Total IP

1

Cooperleaf Capital

has

registered trademark in the '

Insurance; financial affairs

' class, according to IPqwery.

Lists Featuring This Company

Lists Featuring This Company

North Carolina Companies With Fewer Than 100 Employees (Top 10K)

9,771 Number of Organizations • $22B Total Funding Amount • 3,900 Number of Investors

Wealth Management Companies With Fewer Than 1000 Employees (Top 10K)

9,587 Number of Organizations • $35.6B Total Funding Amount • 3,544 Number of Investors

North Carolina Companies With Fewer Than 1000 Employees (Top 10K)

9,790 Number of Organizations • $49.9B Total Funding Amount • 4,838 Number of Investors

Wealth Management Companies With More Than $1M in Revenue (Top 10K)

9,782 Number of Organizations • $228.3B Total Funding Amount • 2,792 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Cooperleaf Capital

's headquarters?

Cooperleaf Capital

is located in

Raleigh, North Carolina, United States

.

Who are

Cooperleaf Capital

's competitors? Alternatives and possible competitors to

Cooperleaf Capital

may include

,

McIntosh Capital Advisors

, and

Continuum Planning Partners

.