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The Diligent Advisor Logo
The Diligent Advisor CB Rank
4004639
Heat Score
34
Diligent Advisor offers financial services, including investment management and automated savings solutions.
Private Lexington, Kentucky, United States11-50 thediligentadvisor.com
Asset Management
Consulting
Financial Services
Overview

The Diligent Advisor
Heat Score
34

Growth Score
pts
in past quarter
Heat Score 34
-15 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 Diligent Advisor

CB Rank
4004639
Diligent Advisor offers financial services, including investment management and automated savings solutions.
Private Lexington, Kentucky, United States11-50 thediligentadvisor.com
Asset Management
Consulting
Financial Services

Details

Operating Status Active
Company Type For Profit
Phone Number 1 859 225 2596
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning Strategies
Personalized financial planning service focused on preparing clients for retirement based on their goals, timeline, and risk tolerance.
Investment Management
Service that designs and manages diversified investment portfolios aligned with clients’ financial objectives, time horizons, and risk preferences.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50
News
Technology
View Tech Report

IT Spend

$87KThis year, The Diligent Advisor is projected to spend $87K on IT, according to Aberdeen.

Active Website Tech Count

4The Diligent Advisor is actively using 4 technologies for its website, according to BuiltWith. These include Common Crawl, WordPress, and  Font Awesome.
Sub-Organizations
Frequently Asked Questions

Where is The Diligent Advisor's headquarters? The Diligent Advisor is located in Lexington, Kentucky, United States.Who are The Diligent Advisor's competitors? Alternatives and possible competitors to The Diligent Advisor may include Fluent Financial, Harwood Investment Strategies, and  Money Plans.
Who We Are
What We Do
Helpful Links
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