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Stoneway Financial Logo
Stoneway Financial Growth Score
86
CB Rank
3044588
Heat Score
41
Stoneway Financial is a consultancy that offers investment management, tax, estate, retirement, and financial planning services.
Private Addison, Texas, United States1-10 www.stonewayfinancial.com
Consulting
Financial Services
Professional Services
Overview

Stoneway Financial
Growth Score
86
Heat Score
41

Growth Score86
-2 pts
in past quarter
Heat Score 41
-8 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 Stoneway Financial

CB Rank
3044588
Stoneway Financial is a consultancy that offers investment management, tax, estate, retirement, and financial planning services.
Private Addison, Texas, United States1-10 www.stonewayfinancial.com
Consulting
Financial Services
Professional Services

Details

Legal Name Stoneway Financial LLC
Operating Status Active
Company Type For Profit
Phone Number +1 972 447 5170
Contact Email jim@stonewayfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning for Individuals
A service that evaluates an individual's assets, income, and expenditures to create a personalized financial plan aligned with their goals.
Financial Planning for Businesses
A service that helps business owners evaluate their business value, tax efficiency, succession planning, and integrate business assets into their overall financial plan.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 3
News
Technology
View Tech Report

IT Spend

$965.6KThis year, Stoneway Financial is projected to spend $965.6K on IT, according to Aberdeen.

Active Website Tech Count

19Stoneway Financial is actively using 19 technologies for its website, according to BuiltWith. These include SSL by Default, DNSSEC, and  Cloudflare CDN.
Sub-Organizations
Frequently Asked Questions

Where is Stoneway Financial's headquarters? Stoneway Financial is located in Addison, Texas, United States.Who are Stoneway Financial's competitors? Alternatives and possible competitors to Stoneway Financial may include Anchor Bay Capital, Bartlett Wealth Management, and  Aptus Wealth Planning.
Who We Are
What We Do
Helpful Links
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