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EP Wealth Management Logo
EP Wealth Management CB Rank
756994
Heat Score
69
EP Wealth Management is a financial firm that provides wealth accumulation, estate planning, investment, and risk management services.
Founded
obfuscation
Private Fairfield, New Jersey, United States1-10 ep-wm.com
Finance
Financial Services
Risk Management
Wealth Management
Overview

EP Wealth Management
Heat Score
69

Growth Score
pts
in past quarter
Heat Score 69
3 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 EP Wealth Management

CB Rank
756994
EP Wealth Management is a financial firm that provides wealth accumulation, estate planning, investment, and risk management services.
Founded
obfuscation
Private Fairfield, New Jersey, United States1-10 ep-wm.com
Finance
Financial Services
Risk Management
Wealth Management

Key People

Details

Legal Name EP Wealth Management LLC.
Also Known As EPWM
Operating Status Active
Company Type For Profit
Founders  Robert A. Egan
Phone Number +1 973-882-1937
Contact Email info@ep-wm.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

The Legacy Compass™ Financial Planning Process
A five-step financial planning process designed to help clients define, plan, and protect their financial legacy based on personal goals and values.
Wealth Accumulation Strategies
Customized strategies aimed at growing clients' financial assets over time according to their goals and risk tolerance.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$335.3KThis year, EP Wealth Management is projected to spend $335.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
TechRadar Logo
TechRadar
89
Walled Garden Logo
Walled Garden
75
SaaS Operations Management Logo
SaaS Operations Management
75

Actively Used Products

7EP Wealth Management uses 7 technology products and services including HTML5, Vimeo, and  Modernizr, according to G2 Stack.

Active Website Tech Count

7EP Wealth Management is actively using 7 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  Apache.
Sub-Organizations
Frequently Asked Questions

Where is EP Wealth Management's headquarters? EP Wealth Management is located in Fairfield, New Jersey, United States.Who are EP Wealth Management's competitors? Alternatives and possible competitors to EP Wealth Management may include HighTower Advisors, Cerity Partners, and  CAPTRUST.
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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