1650 Wealth Management - Crunchbase Company Profile & Funding

Start Free Trial

Overview

1650 Wealth Management

Heat Score

56

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

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

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 1650 Wealth Management

CB Rank

923551

1650 Wealth Management is an investment management and wealth management firm.

Founded

obfuscation

Private

Lauderdale By The Sea, Florida, United States

www.1650wealth.com

Financial Services

Wealth Management

Details

Legal Name

1650 Wealth Management, LLC.

Operating Status

Active

Company Type

For Profit

About the Company

1650 Wealth Management is to create and implement custom, comprehensive and sophisticated wealth management strategies, protecting their wealth while minimizing tax liabilities. As fiduciaries, they offer professional, objective, and transparent investment advice.

Phone Number

+1 800 658 9560

Contact Email

contactus@1650wealth.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Portfolio Management

Management and customization of investment portfolios tailored to client financial goals and risk tolerance.

Wealth Management Advisory

Comprehensive financial advisory services focused on managing and growing client wealth through personalized 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

Contacts

News

News and Press

News•

Dec 24, 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

$128.3K

This year,

1650 Wealth Management

is projected to spend

on IT, according to Aberdeen.

Actively Used Products

21

1650 Wealth Management

uses

21

technology products and services including

,

, and

, according to G2 Stack.

Active Website Tech Count

5

1650 Wealth Management

is actively using

5

technologies for its website, according to BuiltWith. These include

,

CommonCrawl Top 50m

, and

.

Lists Featuring This Company

Lists Featuring This Company

Advice Companies With Less Than $10M in Revenue (Top 10K)

8,945 Number of Organizations • $5.6B Total Funding Amount • 1,027 Number of Investors

Florida Financial Services Companies (Top 10K)

9,971 Number of Organizations • $43.1B Total Funding Amount • 1,223 Number of Investors

Finance Companies With Less Than $1M in Revenue (Top 10K)

9,848 Number of Organizations • $10B Total Funding Amount • 2,786 Number of Investors

Wealth Management Companies With Less Than $10M in Revenue (Top 10K)

9,690 Number of Organizations • $6.6B Total Funding Amount • 1,766 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

1650 Wealth Management

's headquarters?

1650 Wealth Management

is located in

Lauderdale By The Sea, Florida, United States

.

Who are

1650 Wealth Management

's competitors? Alternatives and possible competitors to

1650 Wealth Management

may include

,

, and

.