Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Sundial Logo
Sundial Growth Score
74
CB Rank
370069
Heat Score
83
Sundial is an investment management company that provides asset protection, risk management, insurance, and tax planning services.
Founded
obfuscation
Private Delray Beach, Florida, United States51-100 www.sundial.io
Accounting
Asset Management
Financial Services
Risk Management
Overview

Sundial
Growth Score
74
Heat Score
83

Growth Score74
-9 pts
in past quarter
Heat Score 83
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
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Sundial

CB Rank
370069
Sundial is an investment management company that provides asset protection, risk management, insurance, and tax planning services.
Founded
obfuscation
Private Delray Beach, Florida, United States51-100 www.sundial.io
Accounting
Asset Management
Financial Services
Risk Management

Details

Legal Name Sundial
Operating Status Active
Company Type For Profit
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
Custom portfolios designed to preserve and grow wealth for entrepreneurial families.
Private Deal Flow
Access to exclusive, off-market private investment opportunities curated for member families.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1
Market Intelligence
People
View Profiles & Contacts
Headcount 51-100 Contacts 5
News
Technology
View Tech Report

Monthly Web Visits

638
275.29%
 in past month

Interest Signals

TopicSurge Score
Institutional Asset Management Platform Logo
Institutional Asset Management Platform
70
Corporate Investment and Asset Management Platform Logo
Corporate Investment and Asset Management Platform
66

Active Website Tech Count

15Sundial is actively using 15 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is Sundial's headquarters? Sundial is located in Delray Beach, Florida, United States.Who are Sundial's competitors? Alternatives and possible competitors to Sundial may include HighTower Advisors, Cresset, and  Canoe.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(3e39328 1)
|