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The Connected Advisor Logo
The Connected Advisor CB Rank
2983194
Heat Score
46
The Connected Advisor is a financial service provider that delivers sales and practice management strategies and coaching to consultants.
Private Glen Ellyn, Illinois, United States11-50 www.connectedadvisor.com
Advice
Consulting
Finance
Financial Services
Overview

The Connected Advisor
Heat Score
46

Growth Score
pts
in past quarter
Heat Score 46
-8 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
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About The Connected Advisor

CB Rank
2983194
The Connected Advisor is a financial service provider that delivers sales and practice management strategies and coaching to consultants.
Private Glen Ellyn, Illinois, United States11-50 www.connectedadvisor.com
Advice
Consulting
Finance
Financial Services

Key People

Details

Legal Name Wilke and Associates Inc
Operating Status Active
Company Type For Profit
Phone Number +1 630.462.7722
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

The CONNECTED Advisor Practice Management Systems
A structured program of 8 steps designed to improve financial advisory practices by focusing on client retention, referrals, and business planning.
Practice Management Assessment Tool
An evaluation tool that assesses a financial advisory practice’s needs based on the 8-step system to identify areas for improvement.

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 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$91.4KThis year, The Connected Advisor is projected to spend $91.4K on IT, according to Aberdeen.

Active Website Tech Count

8The Connected Advisor is actively using 8 technologies for its website, according to BuiltWith. These include Euro, ASP.NET, and  IIS.

Total IP

1The Connected Advisor has 1 registered trademark in the 'Education; entertainment' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is The Connected Advisor's headquarters? The Connected Advisor is located in Glen Ellyn, Illinois, United States.Who are The Connected Advisor's competitors? Alternatives and possible competitors to The Connected Advisor may include Simplicity Minneapolis, Preferred Partners, and  Comer Consulting.
Who We Are
What We Do
Helpful Links
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