Selective Wealth Management - Crunchbase Company Profile & Funding

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Overview

Selective Wealth Management

Heat Score

50

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

About Selective Wealth Management

CB Rank

2116710

Selective Wealth Management is an investment advisory firm dedicated to helping clients secure their financial futures.

Founded

obfuscation

Private

Lynchburg, Virginia, United States

www.selectivewealthmanagement.com/

Details

Legal Name

Selective Wealth Management LLC

Operating Status

Active

Company Type

For Profit

About the Company

Selective Wealth Management is an investment advisory firm dedicated to helping clients secure their financial futures through investment expertise. Selective Wealth Management meets the needs of both individuals and institutions through various investment options such as 401Ks, IRAs, and Coverdell Education Saving Accounts.

Investor Type

obfuscation

Phone Number

+1 434 515 1517

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning

A service that creates customized financial plans based on individual goals and priorities to guide wealth management activities.

Investment Management

A service that constructs and manages personalized investment portfolios aligned with clients' goals, preferences, and tax situations.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

Contacts

News

Technology

View Tech Report

Monthly Web Visits

8,827

1,661.88%

in past month

IT Spend

$282.3K

This year,

Selective Wealth Management

is projected to spend

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Automated Customer Onboarding	68
Auth0	67
Customer Facing	66

Actively Used Products

20

Selective Wealth Management

uses

20

technology products and services including

,

, and

Google Compute Engine

, according to G2 Stack.

Active Website Tech Count

32

Selective Wealth Management

is actively using

32

technologies for its website, according to BuiltWith. These include

,

IPhone / Mobile Compatible

, and

.

Lists Featuring This Company

Lists Featuring This Company

United States Investment Banks

828 Number of Organizations • $100.1B Total Funding Amount • 111 Number of Investors

Lynchburg Companies

406 Number of Organizations • $5.3M Total Funding Amount • 13 Number of Investors

East Coast Investment Banks

428 Number of Organizations • $70.9B Total Funding Amount • 60 Number of Investors

Investment Banks

2,257 Number of Organizations • $589.4B Total Funding Amount • 736 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Selective Wealth Management

's headquarters?

Selective Wealth Management

is located in

Lynchburg, Virginia, United States

.

Who are

Selective Wealth Management

's competitors? Alternatives and possible competitors to

Selective Wealth Management

may include

Cloud Investments

,

Pentas Wealth Management

, and

1st Line Financial

.