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
&Wealth Logo
&Wealth CB Rank
324041
Heat Score
57
&Wealth is a boutique financial advisory firm that offers divorce and financial planning, investment, and asset management services.
Founded
obfuscation
Private Baltimore, Maryland, United States1-10 andwealth.com/
Advice
Asset Management
Financial Services
Wealth Management
Overview

&Wealth
Heat Score
57

Growth Score
pts
in past quarter
Heat Score 57
-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
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 &Wealth

CB Rank
324041
&Wealth is a boutique financial advisory firm that offers divorce and financial planning, investment, and asset management services.
Founded
obfuscation
Private Baltimore, Maryland, United States1-10 andwealth.com/
Advice
Asset Management
Financial Services
Wealth Management

Key People

Details

Legal Name And Wealth Partners, LLC
Operating Status Active
Company Type For Profit
Founders  Dorie Fain
Phone Number +1 410-844-3300
Contact Email info@andwealth.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Divorce Financial Planning
Financial planning services tailored to individuals undergoing divorce, focusing on managing asset division, budgeting, and future financial stability.
Financial Planning for Life Transitions
Comprehensive financial planning services designed to assist clients through major life changes such as parenthood, inheritance, or career shifts.

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

Monthly Web Visits

807

IT Spend

$98.4KThis year, &Wealth is projected to spend $98.4K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Academic Integrity Logo
Academic Integrity
—

Active Website Tech Count

25&Wealth is actively using 25 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is &Wealth's headquarters? &Wealth is located in Baltimore, Maryland, United States.Who are &Wealth's competitors? Alternatives and possible competitors to &Wealth may include Modera Wealth Management, Wealth Enhancement Group, and  EP Wealth Advisors.
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.
(05b78c5 1)
|