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LINC Wealth Solutions Logo
LINC Wealth Solutions CB Rank
366983
Heat Score
64
LINC Wealth Solutions provides young professionals with financial planning, investment advisory, and wealth management services.
Founded
obfuscation
Private Norristown, Pennsylvania, United States1-10 www.lincwealth.com/
Advice
Financial Services
Wealth Management
Overview

LINC Wealth Solutions
Heat Score
64

Growth Score
pts
in past quarter
Heat Score 64
-6 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 LINC Wealth Solutions

CB Rank
366983
LINC Wealth Solutions provides young professionals with financial planning, investment advisory, and wealth management services.
Founded
obfuscation
Private Norristown, Pennsylvania, United States1-10 www.lincwealth.com/
Advice
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Rebecca Leonard
Phone Number +1-215-806-9059
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Personal Financial Planning
A service that helps young professionals and families create strategies to manage their finances, pay off debt, and achieve financial goals.
Investment Advisory Services
Guidance on making prudent investment decisions to grow wealth over time, tailored to the needs of young professionals and families.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 4

Employee Profiles

News
Technology
View Tech Report

IT Spend

$69KThis year, LINC Wealth Solutions is projected to spend $69K on IT, according to Aberdeen.

Active Website Tech Count

2LINC Wealth Solutions is actively using 2 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  Common Crawl.
Sub-Organizations
Frequently Asked Questions

Where is LINC Wealth Solutions's headquarters? LINC Wealth Solutions is located in Norristown, Pennsylvania, United States.Who are LINC Wealth Solutions's competitors? Alternatives and possible competitors to LINC Wealth Solutions may include Betterment, Creative Planning, and  Charles Schwab.
Who We Are
What We Do
Helpful Links
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