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WealthShield Logo
WealthShield CB Rank
2531953
Heat Score
48
WealthShield is an investment management company that offers financial services.
Founded
obfuscation
Private Cary, North Carolina, United States1-10 wealthshield.co/
Finance
Financial Services
Professional Services
Overview

WealthShield
Heat Score
48

Growth Score
pts
in past quarter
Heat Score 48
-12 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
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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 WealthShield

CB Rank
2531953
WealthShield is an investment management company that offers financial services.
Founded
obfuscation
Private Cary, North Carolina, United States1-10 wealthshield.co/
Finance
Financial Services
Professional Services

Key People

Details

Legal Name WealthShield, LLC
Operating Status Active
Company Type For Profit
Founders  Clint Sorenson
Phone Number 919-948-4452
Contact Email caroline@wealthshield.co
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 8

Employee Profiles

News

News and Press

News•Apr 15, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$521.8KThis year, WealthShield is projected to spend $521.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Institutional Asset Management Platform Logo
Institutional Asset Management Platform
82
Hedge Fund Management Software Logo
Hedge Fund Management Software
71

Active Website Tech Count

2WealthShield is actively using 2 technologies for its website, according to BuiltWith. These include CommonCrawl Top 10m.
Sub-Organizations
Frequently Asked Questions

Where is WealthShield's headquarters? WealthShield is located in Cary, North Carolina, United States.
Who We Are
What We Do
Helpful Links
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