CPC Advisors - Crunchbase Company Profile & Funding

Start Free Trial

Overview

CPC Advisors

Heat Score

63

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 CPC Advisors

CB Rank

820827

CPC Advisors is a financial services firm that plan, design, and implement a financial planning strategies.

Founded

obfuscation

Private

Atlanta, Georgia, United States

www.cpcadvisors.com

Financial Services

Wealth Management

Details

Legal Name

Raymond James Financial Services, Inc.

Also Known As

Consolidated Planning Corporation

Operating Status

Active

Company Type

For Profit

About the Company

Consolidated Planning Corporation offers licensed financial planners who are dedicated to their business and the people they serve. They bring proven experience to bear on every area of a client's wealth. It can also help customers achieve a higher feeling of confidence, conviction, and direction regarding the family's financial future

since are committed to providing greater value to the advisor-client relationship than just standard investment management.

Phone Number

+1 404 879 3000

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Strategies

Customized financial planning services designed to help clients achieve their unique financial goals and personal aspirations.

Investment Management

Management of client investment portfolios through a disciplined process aligned with clients' goals and risk profiles.

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

Contacts

News

Technology

View Tech Report

Monthly Web Visits

8

-90.48%

in past month

IT Spend

$92.7K

This year,

is projected to spend

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Medical Transport Van Rental	86
Trade-In Program	83
Investment Performance Measurement Software	82

Actively Used Products

14

uses

14

technology products and services including

,

, and

, according to G2 Stack.

Active Website Tech Count

4

is actively using

4

technologies for its website, according to BuiltWith. These include

,

CommonCrawl Top 50m

, and

.

Lists Featuring This Company

Lists Featuring This Company

Wealth Management Companies With Less Than $50M in Revenue (Top 10K)

9,702 Number of Organizations • $15.4B Total Funding Amount • 2,375 Number of Investors

United States Wealth Management Companies (Top 10K)

9,965 Number of Organizations • $86.8B Total Funding Amount • 1,746 Number of Investors

Atlanta Companies With Fewer Than 1000 Employees (Top 10K)

9,971 Number of Organizations • $38.4B Total Funding Amount • 3,596 Number of Investors

Wealth Management Companies With Fewer Than 50 Employees (Top 10K)

9,673 Number of Organizations • $7.7B Total Funding Amount • 1,871 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

's headquarters?

is located in

Atlanta, Georgia, United States

.

Who are

's competitors? Alternatives and possible competitors to

may include

,

Creative Planning

, and

.