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Sonata Capital Group Logo
Sonata Capital Group CB Rank
2026730
Heat Score
50
Sonata Capital Group provides financial planning, asset management, retirement planning, investment, and wealth management services.
Founded
obfuscation
Private Seattle, Washington, United States1-10 sonatacap.com/
Advice
Asset Management
Financial Services
Retirement
Wealth Management
Overview

Sonata Capital Group
Heat Score
50

Growth Score
pts
in past quarter
Heat Score 50
-9 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 Sonata Capital Group

CB Rank
2026730
Sonata Capital Group provides financial planning, asset management, retirement planning, investment, and wealth management services.
Founded
obfuscation
Private Seattle, Washington, United States1-10 sonatacap.com/
Advice
Asset Management
Financial Services
Retirement
Wealth Management

Key People

Details

Legal Name Sonata Capital Group, Inc.
Operating Status Active
Company Type For Profit
Phone Number +1-206-256-4400
Contact Email sonata@sonatacapital.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
Service that helps clients create strategies to manage their finances and achieve long-term financial goals.
Asset Management
Management of clients' investment portfolios to optimize returns and align with their financial goals.

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

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

552

IT Spend

$333.5KThis year, Sonata Capital Group is projected to spend $333.5K on IT, according to Aberdeen.

Active Website Tech Count

16Sonata Capital Group is actively using 16 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Sonata Capital Group's headquarters? Sonata Capital Group is located in Seattle, Washington, United States.Who are Sonata Capital Group's competitors? Alternatives and possible competitors to Sonata Capital Group may include Bain Wealth Management, Concierge Financial Organization, and  Village Wealth Management.
Who We Are
What We Do
Helpful Links
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