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The Advocate Group Logo
The Advocate Group CB Rank
1011115
Heat Score
63
The Advocate Group is a financial consultancy that provides succession planning, financial, and wealth management services.
Founded
obfuscation
Private Minnetonka, Minnesota, United States11-50 theadvocategroup.com
Asset Management
Consulting
Financial Services
Wealth Management
Overview

The Advocate Group
Heat Score
63

Growth Score
pts
in past quarter
Heat Score 63
-16 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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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 Advocate Group

CB Rank
1011115
The Advocate Group is a financial consultancy that provides succession planning, financial, and wealth management services.
Founded
obfuscation
Private Minnetonka, Minnesota, United States11-50 theadvocategroup.com
Asset Management
Consulting
Financial Services
Wealth Management

Key People

Details

Legal Name The Advocate Group, LLC
Operating Status Active
Company Type For Profit
Phone Number +1-952-693-2630
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Concierge Financial Planning
A personalized financial planning service tailored to executives and their families to manage and streamline their financial lives.
Wealth Management Services
Services that manage and grow clients’ wealth through investment strategies and financial oversight.

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 11-50 Employee Profiles 2 Contacts 48

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

857
1,377.59%
 in past month

IT Spend

$421KThis year, The Advocate Group is projected to spend $421K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Network Attached Storage Logo
Network Attached Storage
81
Cost of Living Calculator Logo
Cost of Living Calculator
65

Active Website Tech Count

29The Advocate Group is actively using 29 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is The Advocate Group's headquarters? The Advocate Group is located in Minnetonka, Minnesota, United States.Who are The Advocate Group's competitors? Alternatives and possible competitors to The Advocate Group may include HighTower Advisors, Cresset, and  Dynasty Financial Partners.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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