Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Theorem Wealth Management Logo
Theorem Wealth Management CB Rank
1289805
Heat Score
55
Theoremwm is an experienced wealth management firm designed to navigate the financial complexities faced at each phase of life.
Founded
obfuscation
Private Dallas, Texas, United States1-10 theoremwm.com/
Consulting
Financial Services
Wealth Management
Overview

Theorem Wealth Management
Heat Score
55

Growth Score
pts
in past quarter
Heat Score 55
-6 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
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Theorem Wealth Management

CB Rank
1289805
Theoremwm is an experienced wealth management firm designed to navigate the financial complexities faced at each phase of life.
Founded
obfuscation
Private Dallas, Texas, United States1-10 theoremwm.com/
Consulting
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Johnathan Rankin
Phone Number 1-214-838-1040
Contact Email info@theoremwm.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
A service that develops adaptable strategies to help clients achieve financial independence and maintain their desired lifestyle in retirement.
Wealth Planning
A comprehensive financial planning service that evaluates all aspects of a client's financial life to develop a strategic plan aligned with their goals.

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 Employee Profiles 1 Contacts 2

Employee Profiles

News
Technology
View Tech Report

IT Spend

$60.8KThis year, Theorem Wealth Management is projected to spend $60.8K on IT, according to Aberdeen.

Active Website Tech Count

8Theorem Wealth Management is actively using 8 technologies for its website, according to BuiltWith. These include Mobile Non Scaleable Content, nginx, and  Cloudflare Network Error Logging.
Sub-Organizations
Frequently Asked Questions

Where is Theorem Wealth Management's headquarters? Theorem Wealth Management is located in Dallas, Texas, United States.Who are Theorem Wealth Management's competitors? Alternatives and possible competitors to Theorem Wealth Management may include MAI Capital Management, HighTower Advisors, and  KeyBank.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(411cf44 1)
|