Marcum Wealth - Crunchbase Company Profile & Funding

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Overview

Marcum Wealth

Growth Score

85

Heat Score

42

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

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

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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+2 more milestones

See more interactive data and historical milestones on desktop for the best experience

About Marcum Wealth

CB Rank

1843191

Marcum Wealth provides wealth management, financial planning, and investment management services.

Founded

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Private

Cleveland, Ohio, United States

www.marcumwealth.com

Financial Services

Impact Investing

Wealth Management

Details

Operating Status

Active

Company Type

For Profit

Phone Number

866.605.1901

Contact Email

info@marcumwealth.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Family Wealth Management

Provides customized financial planning and investment management services tailored to individual family situations and goals.

Plan Sponsor Services

Offers management and regulatory support for corporate retirement plans, including 401(k) plan oversight and compliance.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

Contacts

News

News and Press

News•

Apr 10, 2026

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News•

Mar 26, 2025

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News•

Feb 1, 2022

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

IT Spend

$571.9K

This year,

is projected to spend

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Electric and Hybrid Ships	98
Commute Time	90
Network API	84

Actively Used Products

13

uses

13

technology products and services including

,

Google Compute Engine

, and

, according to G2 Stack.

Active Website Tech Count

1

is actively using the technology

AWS Cloudfront Atlanta GA Edge

for its website, according to BuiltWith.

Lists Featuring This Company

Lists Featuring This Company

Private Cleveland Companies

4,250 Number of Organizations • $9.2B Total Funding Amount • 903 Number of Investors

United States Impact Investing Companies

3,919 Number of Organizations • $15.4B Total Funding Amount • 885 Number of Investors

Ohio Companies With Less Than $1M in Revenue

4,255 Number of Organizations • $2.9B Total Funding Amount • 719 Number of Investors

Wealth Management Companies With Less Than $500M in Revenue (Top 10K)

9,696 Number of Organizations • $32.4B Total Funding Amount • 2,848 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

's headquarters?

is located in

Cleveland, Ohio, United States

.

Who are

's competitors? Alternatives and possible competitors to

may include

HighTower Advisors

,

Cerity Partners

, and

Mariner Wealth Advisors

.