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Davis Financial Services Logo
Davis Financial Services CB Rank
2229713
Heat Score
63
Davis Financial Services provides financial planning, retirement planning, taxation, life insurance, and investment management services.
Founded
obfuscation
Private Louisville, Kentucky, United States1-10 www.dfswealthadvisors.com
Financial Services
Impact Investing
Life Insurance
Retirement
Overview

Davis Financial Services
Heat Score
63

Growth Score
pts
in past quarter
Heat Score 63
-14 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 Davis Financial Services

CB Rank
2229713
Davis Financial Services provides financial planning, retirement planning, taxation, life insurance, and investment management services.
Founded
obfuscation
Private Louisville, Kentucky, United States1-10 www.dfswealthadvisors.com
Financial Services
Impact Investing
Life Insurance
Retirement

Details

Legal Name Davis Financial Services, Inc
Also Known As DFS
Operating Status Active
Company Type For Profit
Phone Number +1-502-384-0065
Contact Email Jerry@DFSwealthadvisors.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News
Technology
View Tech Report

IT Spend

$73KThis year, Davis Financial Services is projected to spend $73K on IT, according to Aberdeen.

Actively Used Products

16Davis Financial Services uses 16 technology products and services including HTML5, jQuery, and  Office 365, according to G2 Stack.

Active Website Tech Count

20Davis Financial Services is actively using 20 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Davis Financial Services's headquarters? Davis Financial Services is located in Louisville, Kentucky, United States.
Who We Are
What We Do
Helpful Links
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