Halbert Wealth Management - Crunchbase Company Profile & Funding

Overview

Halbert Wealth Management

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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 Halbert Wealth Management

CB Rank

295843

Halbert Wealth Management specializes in investment management strategies and investment advisory services.

Acquired by

Wellesley Asset Management, Inc.

Founded

obfuscation

Private

Austin, Texas, United States

1-10

halbertwealth.com/

Advice

Financial Services

Wealth Management

Key People

Gary D. Halbert: Founder & CEO
Debi Halbert: Founder & Chief Compliance Officer

Details

Sub-Organization of

Wellesley Asset Management, Inc.

Legal Name

Halbert Wealth Management, Inc.

Operating Status

Active

Company Type

For Profit

Founders

Debi Halbert, Gary D. Halbert

Phone Number

+1-800-348-3601

Contact Email

info@halbertwealth.com

Diversity Spotlight

Women Founded

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Alternative Investments

Investment strategies aimed at reducing risk and achieving consistent returns, regardless of market conditions.

Core Strategies

Low-risk investment strategies that provide stable, predictable cash flows with minimal appreciation in value.

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Financials

M&A Details

Halbert Wealth Management

was acquired by

Wellesley Asset Management, Inc.

obfuscation

Transaction Name

Halbert Wealth Management acquired by Wellesley Asset Management, Inc.

Acquired by

Wellesley Asset Management, Inc.

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

1-10

Employee Profiles

Contacts

Employee Profiles

Gary D. Halbert Founder & CEO
Debi Halbert Founder & Chief Compliance Officer

News

Technology

View Tech Report

Monthly Web Visits

414

95.28%

in past month

IT Spend

$89.9K

This year,

Halbert Wealth Management

is projected to spend

$89.9K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Wireless Service Providers	80
Apple (AAPL)	71
Google (GOOG)	65

Actively Used Products

Halbert Wealth Management

uses

technology products and services including

HTML5

Google Fonts

, and

jQuery

, according to G2 Stack.

Active Website Tech Count

Halbert Wealth Management

is actively using

technologies for its website, according to BuiltWith. These include

Viewport Meta

IPhone / Mobile Compatible

, and

SSL by Default

Lists Featuring This Company

Southern US Acquired Companies With More Than $1M in Revenue

8,461 Number of Organizations • $394.8B Total Funding Amount • 6,962 Number of Investors

United States Acquired Companies With Fewer Than 50 Employees (Top 10K)

9,962 Number of Organizations • $100.4B Total Funding Amount • 21,915 Number of Investors

Acquired Texas Companies

7,216 Number of Organizations • $294.1B Total Funding Amount • 4,507 Number of Investors

Acquired Financial Services Companies (Top 10K)

9,987 Number of Organizations • $358.3B Total Funding Amount • 11,925 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Halbert Wealth Management

's headquarters?

Halbert Wealth Management

is located in

Austin, Texas, United States

Who are

Halbert Wealth Management

's competitors? Alternatives and possible competitors to

Halbert Wealth Management

may include

BlackRock

Betterment

, and

HighTower Advisors