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Root Financial Partners Logo
Root Financial Partners CB Rank
595981
Heat Score
48
Root Financial Partners specializes in providing advice for financial decisions.
Founded
obfuscation
Private Solana Beach, California, United States1-10 www.rootfinancialpartners.com
Finance
Financial Services
Wealth Management
Overview

Root Financial Partners
Heat Score
48

Growth Score
pts
in past quarter
Heat Score 48
-32 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 Root Financial Partners

CB Rank
595981
Root Financial Partners specializes in providing advice for financial decisions.
Founded
obfuscation
Private Solana Beach, California, United States1-10 www.rootfinancialpartners.com
Finance
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  James Conole
Phone Number 1 (760) 452-0720
Contact Email hello@rootfinancialpartners.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that creates personalized financial plans covering income, investments, taxes, and estate planning to help clients achieve their financial goals.
Investment Account Management
Management of clients' investment accounts held at an independent custodian, with advisory authority to implement personalized financial plans.

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

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

804
93.27%
 in past month

IT Spend

$159.8KThis year, Root Financial Partners is projected to spend $159.8K on IT, according to Aberdeen.

Actively Used Products

18Root Financial Partners uses 18 technology products and services including HTML5, Gravity Forms, and  Wordpress, according to G2 Stack.

Active Website Tech Count

18Root Financial Partners is actively using 18 technologies for its website, according to BuiltWith. These include HSTS, Cloudflare CDN, and  Cloudflare.
Sub-Organizations
Frequently Asked Questions

Where is Root Financial Partners's headquarters? Root Financial Partners is located in Solana Beach, California, United States.Who are Root Financial Partners's competitors? Alternatives and possible competitors to Root Financial Partners may include Facet, EP Wealth Advisors, and  Aprio.
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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