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Delegate Logo
Delegate CB Rank
978224
Heat Score
56
Delegate specializes in financial services and offers wealth management, financial education, consulting and estate planning.
Founded
obfuscation
Private Chapel Hill, North Carolina, United States11-50 delegateadvisors.com/
Consulting
Financial Services
Wealth Management
Overview

Delegate
Heat Score
56

Growth Score
pts
in past quarter
Heat Score 56
-11 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 Events
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 Delegate

CB Rank
978224
Delegate specializes in financial services and offers wealth management, financial education, consulting and estate planning.
Founded
obfuscation
Private Chapel Hill, North Carolina, United States11-50 delegateadvisors.com/
Consulting
Financial Services
Wealth Management

Details

Also Known As Delegate Advisors
Operating Status Active
Company Type For Profit
Phone Number +1-919-442-1855
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
A service that manages clients' financial assets and portfolios to meet their long-term financial goals.
Estate & Philanthropy
A service focused on planning the transfer of wealth and charitable giving strategies to align with clients' wishes.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 15
News
Technology
View Tech Report

Monthly Web Visits

128

Interest Signals

TopicSurge Score
Sony (SNE) Logo
Sony (SNE)
92
Row-Based Cooling Logo
Row-Based Cooling
79
Wireless Service Providers Logo
Wireless Service Providers
76

Actively Used Products

22Delegate uses 22 technology products and services including HTML5, jQuery, and  Adobe Fonts, according to G2 Stack.

Active Website Tech Count

2Delegate is actively using 2 technologies for its website, according to BuiltWith. These include Common Crawl and  CommonCrawl Top 5m.
Sub-Organizations
Frequently Asked Questions

Where is Delegate's headquarters? Delegate is located in Chapel Hill, North Carolina, United States.Who are Delegate's competitors? Alternatives and possible competitors to Delegate may include Morgan Stanley, Waverly Advisors, and  Creative Planning.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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