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Purposeful Money Logo
Purposeful Money CB Rank
2382935
Heat Score
46
Purposeful Money provides financial, tax, insurance, retirement planning, employee benefits, investment, and wealth management services.
Founded
obfuscation
Private Stroudsburg, Pennsylvania, United States1-10 purposefulmoney.com/
Employee Benefits
Financial Services
Insurance
Retirement
Wealth Management
Overview

Purposeful Money
Heat Score
46

Growth Score
pts
in past quarter
Heat Score 46
-10 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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See more interactive data and historical milestones on desktop for the best experience

About Purposeful Money

CB Rank
2382935
Purposeful Money provides financial, tax, insurance, retirement planning, employee benefits, investment, and wealth management services.
Founded
obfuscation
Private Stroudsburg, Pennsylvania, United States1-10 purposefulmoney.com/
Employee Benefits
Financial Services
Insurance
Retirement
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number +1-570-223-1550
Contact Email erin@purposefulmoney.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that develops personalized financial strategies based on clients' goals and values to guide their financial decisions.
Retirement Planning
A service that helps clients prepare for retirement by assessing needs, creating detailed plans, and managing income sources to ensure financial security.

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  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News
Technology
View Tech Report

IT Spend

$84.4KThis year, Purposeful Money is projected to spend $84.4K on IT, according to Aberdeen.

Active Website Tech Count

3Purposeful Money is actively using 3 technologies for its website, according to BuiltWith. These include nginx, 403 Error, and  Orion Advisor.
Sub-Organizations
Frequently Asked Questions

Where is Purposeful Money's headquarters? Purposeful Money is located in Stroudsburg, Pennsylvania, United States.Who are Purposeful Money's competitors? Alternatives and possible competitors to Purposeful Money may include Capital Concepts Financial Group, Mark J. Angelo Financial Services, and  Nixon Peabody Trust.
Who We Are
What We Do
Helpful Links
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