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Activest Wealth Management Logo
Activest Wealth Management CB Rank
1226892
Heat Score
43
Activest Wealth Management is a financial advisor that provides wealth management services.
Founded
obfuscation
Private Aventura, Florida, United States1-10 activestwm.com/wealth-management
Advice
Financial Services
Wealth Management
Overview

Activest Wealth Management
Heat Score
43

Growth Score
pts
in past quarter
Heat Score 43
-13 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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See more interactive data and historical milestones on desktop for the best experience

About Activest Wealth Management

CB Rank
1226892
Activest Wealth Management is a financial advisor that provides wealth management services.
Founded
obfuscation
Private Aventura, Florida, United States1-10 activestwm.com/wealth-management
Advice
Financial Services
Wealth Management

Details

Legal Name Activest Wealth Management LLC
Operating Status Active
Company Type For Profit
Phone Number 954-399-8121
Contact Email infomarkets@activestwm.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Family Office
A service that manages personal finances and wealth for families, providing straightforward financial solutions.
Wealth Management
A service that plans and manages clients' finances by analyzing investment options to help achieve financial goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 9
News

News and Press

News•Mar 25, 2026
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News•Feb 6, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

252
50.9%
 in past month

IT Spend

$102.2KThis year, Activest Wealth Management is projected to spend $102.2K on IT, according to Aberdeen.

Active Website Tech Count

30Activest Wealth Management is actively using 30 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  DNSSEC.
Sub-Organizations
Frequently Asked Questions

Where is Activest Wealth Management's headquarters? Activest Wealth Management is located in Aventura, Florida, United States.Who are Activest Wealth Management's competitors? Alternatives and possible competitors to Activest Wealth Management may include Charles Schwab, Ameriprise Financial, and  Raymond James.
Who We Are
What We Do
Helpful Links
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