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
SWAN Capital Logo
SWAN Capital CB Rank
1270361
Heat Score
56
SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees.
Founded
obfuscation
Private Pensacola, Florida, United States SWAN-Capital.com
Financial Services
Overview

SWAN Capital
Heat Score
56

Growth Score
pts
in past quarter
Heat Score 56
-5 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 SWAN Capital

CB Rank
1270361
SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees.
Founded
obfuscation
Private Pensacola, Florida, United States SWAN-Capital.com
Financial Services

Key People

Details

Operating Status Active
Company Type For Profit
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Total Wealth Management
A comprehensive financial advisory service that helps retirees plan, grow, preserve, and distribute their assets for retirement.
SWAN Portfolios
Proprietary investment portfolios managed by SWAN Capital to align with different risk tolerances and retirement goals.

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
Market Intelligence
People
View Profiles & Contacts
Employee Profiles 1 Contacts 8

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

885
-85.19%
 in past month

IT Spend

$70.8KThis year, SWAN Capital is projected to spend $70.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Embedded Reporting Logo
Embedded Reporting
100
Email Security Logo
Email Security
99
Commuting Logo
Commuting
90

Actively Used Products

15SWAN Capital uses 15 technology products and services including HTML5, Apache Server, and  Google Analytics, according to G2 Stack.

Active Website Tech Count

23SWAN Capital is actively using 23 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is SWAN Capital's headquarters? SWAN Capital is located in Pensacola, Florida, United States.Who are SWAN Capital's competitors? Alternatives and possible competitors to SWAN Capital may include HighTower Advisors, Mariner Wealth Advisors, and  LPL Financial.
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.
(250d0b0 1)
|