Sweet Financial Services - Crunchbase Company Profile & Funding

Overview

Sweet Financial Services

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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 Sweet Financial Services

CB Rank

2081312

Sweet Financial Services offers wealth management, retirement, and financial planning services.

Acquired by

Carson Group

Founded

obfuscation

Private

Fairmont, Minnesota, United States

11-50

sweetfinancial.com/

Finance

Financial Services

Retirement

Wealth Management

Details

Legal Name

Dare To Dream Enterprises LLC

Operating Status

Active

Company Type

For Profit

About the Company

Sweet Financial Services offers wealth management, retirement, and financial planning services.

Phone Number

507.235.5587

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

The Dream Architect® Process

A four-step retirement planning process that helps clients define their vision, create a blueprint, build a customized wealth plan, and maintain it over time.

Retirement Planning

Services to help clients prepare for retirement by aligning financial strategies with their income needs and legacy goals.

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Financials

M&A Details

Sweet Financial Services

was acquired by

Carson Group

obfuscation

Transaction Name

Sweet Financial Services acquired by Carson Group

Acquired by

Carson Group

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

11-50

Contacts

News

Technology

View Tech Report

IT Spend

$181.6K

This year,

Sweet Financial Services

is projected to spend

$181.6K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Facebook (FB)	75
Research and Development / Test	71
Internet Service	66

Actively Used Products

Sweet Financial Services

uses

technology products and services including

HTML5

Lightbox

, and

Modernizr

, according to G2 Stack.

Active Website Tech Count

Sweet Financial Services

is actively using

technologies for its website, according to BuiltWith. These include

DNSSEC

Amazon

, and

Cloudflare Bot Manager

Lists Featuring This Company

Minnesota Companies that Exited

1,890 Number of Organizations • $83.8B Total Funding Amount • 1,187 Number of Investors

Great Lakes Acquired Companies With Less Than $10M in Revenue

3,094 Number of Organizations • $16.6B Total Funding Amount • 2,842 Number of Investors

Retirement Companies With More Than 10 Employees

6,792 Number of Organizations • $39.8B Total Funding Amount • 537 Number of Investors

Midwestern US Acquired Companies With Fewer Than 100 Employees

4,962 Number of Organizations • $12.7B Total Funding Amount • 2,498 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Sweet Financial Services

's headquarters?

Sweet Financial Services

is located in

Fairmont, Minnesota, United States