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
Whelan Financial Logo
Whelan Financial CB Rank
2012892
Heat Score
38
Whelan Financial provides both financial planning and investment management services to individuals, families, trusts and qualified plans.
Founded
obfuscation
Private Fresno, California, United States11-50 whelanfinancial.com/
Financial Services
Overview

Whelan Financial
Heat Score
38

Growth Score
pts
in past quarter
Heat Score 38
-1 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 >
See more interactive data and historical milestones on desktop for the best experience

About Whelan Financial

CB Rank
2012892
Whelan Financial provides both financial planning and investment management services to individuals, families, trusts and qualified plans.
Founded
obfuscation
Private Fresno, California, United States11-50 whelanfinancial.com/
Financial Services

Key People

Details

Legal Name Whelan Financial
Operating Status Active
Company Type For Profit
Founders  Vincent J. Whelan
Phone Number (559) 228-8002
Contact Email info@whelanfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Personal Wealth Management
Combines investment management with personalized financial planning to address clients' overall financial objectives.
Company Retirement Plans
Provides management and advisory services for employer-sponsored retirement plans such as 401(k)s, pensions, and profit-sharing plans.

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 11-50 Employee Profiles 2 Contacts 11

Employee Profiles

News

News and Press

News•Jul 17, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

171
-80.72%
 in past month

IT Spend

$381.4KThis year, Whelan Financial is projected to spend $381.4K on IT, according to Aberdeen.

Active Website Tech Count

37Whelan Financial is actively using 37 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Whelan Financial's headquarters? Whelan Financial is located in Fresno, California, United States.Who are Whelan Financial's competitors? Alternatives and possible competitors to Whelan Financial may include Lineweaver Financial Group, Fortune Financial Advisors, and  Armstrong Dixon.
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)
|