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The 401k Source Logo
The 401k Source CB Rank
952874
Heat Score
65
The 401k Source provides customized retirement solutions, wealth and investment management, and financial planning services.
Founded
obfuscation
Private Boise, Idaho, United States1-10 www.the401ksourceboise.com/
Consulting
Financial Services
Wealth Management
Overview

The 401k Source
Heat Score
65

Growth Score
pts
in past quarter
Heat Score 65
1 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 The 401k Source

CB Rank
952874
The 401k Source provides customized retirement solutions, wealth and investment management, and financial planning services.
Founded
obfuscation
Private Boise, Idaho, United States1-10 www.the401ksourceboise.com/
Consulting
Financial Services
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number +1 208 287 4400
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Customized Retirement Solutions
Services that design and manage retirement plans tailored to client needs.
Wealth and Investment Management
Management of client assets to meet financial goals through investment strategies.

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
Headcount 1-10 Contacts 5
News
Technology
View Tech Report

IT Spend

$67.6KThis year, The 401k Source is projected to spend $67.6K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Base Currency Logo
Base Currency
67
Online Time Clock Logo
Online Time Clock
67

Active Website Tech Count

5The 401k Source is actively using 5 technologies for its website, according to BuiltWith. These include OpenResty, GoDaddy CDN, and  Google Adsense.
Sub-Organizations
Frequently Asked Questions

Where is The 401k Source's headquarters? The 401k Source is located in Boise, Idaho, United States.Who are The 401k Source's competitors? Alternatives and possible competitors to The 401k Source may include Mariner Wealth Advisors, EP Wealth Advisors, and  Mercer Advisors.
Who We Are
What We Do
Helpful Links
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