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Unique Wealth Logo
Unique Wealth CB Rank
810170
Heat Score
45
Unique Wealth is an advisory firm that provides investment planning and financial services for retired individuals and business owners.
Founded
obfuscation
Private Tampa, Florida, United States11-50 uniquewealth.com/
Advice
Financial Services
Wealth Management
Overview

Unique Wealth
Heat Score
45

Growth Score
pts
in past quarter
Heat Score 45
-28 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 Events
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 Unique Wealth

CB Rank
810170
Unique Wealth is an advisory firm that provides investment planning and financial services for retired individuals and business owners.
Founded
obfuscation
Private Tampa, Florida, United States11-50 uniquewealth.com/
Advice
Financial Services
Wealth Management

Key People

Details

Legal Name Unique Wealth, LLC
Operating Status Active
Company Type For Profit
Founders  Curtis Parry
Phone Number +1 813-816-2030
Contact Email together@uniquewealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
A service that helps retired individuals plan their finances to ensure stable income and manage assets during retirement.
Business Succession Planning
A service that assists business owners in planning the transfer or sale of their business to ensure smooth ownership transition and tax efficiency.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 11

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

654

IT Spend

$101.3KThis year, Unique Wealth is projected to spend $101.3K on IT, according to Aberdeen.

Active Website Tech Count

6Unique Wealth is actively using 6 technologies for its website, according to BuiltWith. These include DNSSEC, Euro, and  nginx.

Total IP

1Unique Wealth has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Unique Wealth's headquarters? Unique Wealth is located in Tampa, Florida, United States.Who are Unique Wealth's competitors? Alternatives and possible competitors to Unique Wealth may include EP Wealth Advisors, HighTower Advisors, and  Northern Trust.
Who We Are
What We Do
Helpful Links
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