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Kotys Wealth Logo
Kotys Wealth CB Rank
1537942
Heat Score
56
Kotys Wealth is a financial firm that delivers portfolio, estate and tax planning services.
Founded
obfuscation
Private Valparaiso, Indiana, United States1-10 kotyswealthpro.com
Finance
Financial Services
Personal Finance
Overview

Kotys Wealth
Heat Score
56

Growth Score
pts
in past quarter
Heat Score 56
-7 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 Kotys Wealth

CB Rank
1537942
Kotys Wealth is a financial firm that delivers portfolio, estate and tax planning services.
Founded
obfuscation
Private Valparaiso, Indiana, United States1-10 kotyswealthpro.com
Finance
Financial Services
Personal Finance

Details

Operating Status Active
Company Type For Profit
Phone Number +1-877-465-6924
Contact Email info@kotyswealthpro.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
Active management of client portfolios using fundamental and technical analysis to manage risk and allocate capital according to financial plans.
Financial Planning
Creation of personalized financial plans considering income, expenses, future costs, and life goals to guide clients' financial decisions.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 10
News
Technology
View Tech Report

Monthly Web Visits

350

IT Spend

$324KThis year, Kotys Wealth is projected to spend $324K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Corporate gifting Logo
Corporate gifting
79
Gift with Purchase (GwP) Logo
Gift with Purchase (GwP)
69

Active Website Tech Count

20Kotys Wealth is actively using 20 technologies for its website, according to BuiltWith. These include Viewport Meta, Apple Mobile Web Clips Icon, and  Google Tag Manager.
Sub-Organizations
Frequently Asked Questions

Where is Kotys Wealth's headquarters? Kotys Wealth is located in Valparaiso, Indiana, United States.Who are Kotys Wealth's competitors? Alternatives and possible competitors to Kotys Wealth may include HighTower Advisors, Creative Planning, and  Cresset.
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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