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Couric Financial Logo
Couric Financial CB Rank
2336760
Heat Score
47
Couric Financial Partners LLC offers financial planning, investment management, and tax services.
Founded
obfuscation
Private Harrisonburg, Virginia, United States1-10 www.couricfinancial.com
Advice
Financial Services
Tax Consulting
Wealth Management
Overview

Couric Financial
Heat Score
47

Growth Score
pts
in past quarter
Heat Score 47
-17 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 Couric Financial

CB Rank
2336760
Couric Financial Partners LLC offers financial planning, investment management, and tax services.
Founded
obfuscation
Private Harrisonburg, Virginia, United States1-10 www.couricfinancial.com
Advice
Financial Services
Tax Consulting
Wealth Management

Details

Legal Name Couric Financial Partners LLC
Operating Status Active
Company Type For Profit
About the Company

Couric Financial Partners LLC is a registered investment advisor offering financial planning and investment management services. The firm assists clients in adopting smart financial strategies and provides tax services through Couric & Co.®. As an independent financial advisory firm, it helps clients stay on track with IRS and state agencies

requirements.

Phone Number 1 540 560 3354
Contact Email john@couricfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that helps clients create strategies to manage their finances and achieve financial goals.
Investment Management
A service that manages clients' investment portfolios to align with their financial goals and risk tolerance.

Unlock More with Crunchbase Pro
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 1
News
Technology
View Tech Report

Monthly Web Visits

195
83.96%
 in past month

IT Spend

$73.4KThis year, Couric Financial is projected to spend $73.4K on IT, according to Aberdeen.

Active Website Tech Count

6Couric Financial is actively using 6 technologies for its website, according to BuiltWith. These include Viewport Meta, Common Crawl, and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is Couric Financial's headquarters? Couric Financial is located in Harrisonburg, Virginia, United States.Who are Couric Financial's competitors? Alternatives and possible competitors to Couric Financial may include Old Orchard Wealth Solutions, Guideline Financial Strategies, and  Milestone Financial Solutions.
Who We Are
What We Do
Helpful Links
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