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Moneywise Logo
Moneywise CB Rank
1773558
Heat Score
59
Moneywise provides retirement planning, asset management, investment consulting, insurance, financial planning and debt management services.
Founded
obfuscation
Private Lexington, Kentucky, United States1-10 www.moneywiseky.com/
Asset Management
Consulting
Financial Services
Insurance
Retirement
Overview

Moneywise
Heat Score
59

Growth Score
pts
in past quarter
Heat Score 59
-2 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 Moneywise

CB Rank
1773558
Moneywise provides retirement planning, asset management, investment consulting, insurance, financial planning and debt management services.
Founded
obfuscation
Private Lexington, Kentucky, United States1-10 www.moneywiseky.com/
Asset Management
Consulting
Financial Services
Insurance
Retirement

Details

Legal Name Moneywise, Inc.
Also Known As MW
Operating Status Active
Company Type For Profit
Phone Number +1-859-266-3207
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
A service that helps individuals plan and manage their finances to secure income for retirement.
Asset Management
A service that manages clients' investment portfolios to meet their financial goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 4
News
Technology
View Tech Report

Active Website Tech Count

23Moneywise is actively using 23 technologies for its website, according to BuiltWith. These include SSL by Default, HSTS, and  Google Tag Manager.
Sub-Organizations
Frequently Asked Questions

Where is Moneywise's headquarters? Moneywise is located in Lexington, Kentucky, United States.Who are Moneywise's competitors? Alternatives and possible competitors to Moneywise may include Charles Schwab, Ameriprise Financial, and  Fidelity Investments.
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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