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
Wise Financial Logo
Wise Financial CB Rank
2348786
Heat Score
31
Wise Financial is a financial services firm that offers insurance, estate, and tax financial services.
Founded
obfuscation
Private Clifton Park, New York, United States11-50 www.wisefinancial.net
Advice
Financial Services
Insurance
Overview

Wise Financial
Heat Score
31

Growth Score
pts
in past quarter
Heat Score 31
-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 Wise Financial

CB Rank
2348786
Wise Financial is a financial services firm that offers insurance, estate, and tax financial services.
Founded
obfuscation
Private Clifton Park, New York, United States11-50 www.wisefinancial.net
Advice
Financial Services
Insurance

Details

Legal Name Wise Financial, LLC.
Operating Status Active
Company Type For Profit
Phone Number +1 518 584 5052
Contact Email chris@wisefinancial.net
Predictions & Insights

Growth Insight

See this Growth Insight
Wise Financial is
Lorem
 to be growing
Top Contributing Factors
Financial Growth

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Growth Insight

Products & Services

Retirement Strategies
Wise Financial offers strategies to help clients determine the best approach to spending their income sources during retirement.
Wealth Management
Wise Financial provides guidance through life transitions with tailored wealth management strategies.

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 Contacts 27
News

News and Press

News•Jun 13, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Jun 14, 2024
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

IT Spend

$134.7KThis year, Wise Financial is projected to spend $134.7K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Kantar MEDIA Logo
Kantar MEDIA
88
Data Networks Logo
Data Networks
82
Arm Holdings (ARM) Logo
Arm Holdings (ARM)
82

Active Website Tech Count

21Wise Financial is actively using 21 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Wise Financial's headquarters? Wise Financial is located in Clifton Park, New York, United States.
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.
(3e39328 1)
|