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Fluent Financial Logo
Fluent Financial CB Rank
1240375
Heat Score
50
Fluent Financial is a wealth management firm that provides investment advice, tax strategies, and financial planning services.
Private Dallas, Texas, United States11-50 www.fluentfinancial.com
Advice
Financial Services
Wealth Management
Overview

Fluent Financial
Heat Score
50

Growth Score
pts
in past quarter
Heat Score 50
4 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
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About Fluent Financial

CB Rank
1240375
Fluent Financial is a wealth management firm that provides investment advice, tax strategies, and financial planning services.
Private Dallas, Texas, United States11-50 www.fluentfinancial.com
Advice
Financial Services
Wealth Management

Key People

Details

Legal Name Fluent Financial, LLC.
Operating Status Active
Company Type For Profit
Founders  Mitch Kramer
Phone Number +1 972 852 4800
Contact Email info@fluentfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
Provides tailored investment strategies, tax planning, and risk management to protect and optimize client wealth.
Financial Planning
Develops long-term financial roadmaps to build, preserve, and transfer wealth efficiently across generations.

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  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 7

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

400

IT Spend

$181.1KThis year, Fluent Financial is projected to spend $181.1K on IT, according to Aberdeen.

Active Website Tech Count

24Fluent Financial is actively using 24 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is Fluent Financial's headquarters? Fluent Financial is located in Dallas, Texas, United States.
Who We Are
What We Do
Helpful Links
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