Balefire - Crunchbase Company Profile & Funding

Q: Where is Balefire's headquarters?

Balefire is located in Dallas, Texas, United States.

Overview

Balefire

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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

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Raised Funding Round

Jan 1, 1970

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About Balefire

CB Rank

190967

Balefire is an SEC-registered investment adviser and complete wealth management firm.

Founded

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Private

Dallas, Texas, United States

balefirewealth.com

Financial Services

Wealth Management

Key People

Jason Hester: Managing Partner and Co-CEO
Past Role: The Fortis Company, Chief Executive Officer

Details

Operating Status

Active

Company Type

For Profit

About the Company

Balefire provides affluent individuals, families, and businesses with integrated wealth management and financial advisory services. The firm offers investment management, strategic tax planning, estate and retirement planning, business advice, risk management, philanthropic planning, and corporate financial solutions.

Predictions & Insights

Growth Insight

See this Growth Insight

Balefire is

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to be growing

Top Contributing Factors

Merger or Acquisition

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Discretionary Asset Management

Provides ongoing, active investment management including asset selection, allocation, rebalancing, and tax management tailored to client goals and risk tolerance.

Financial Planning Services

Offers financial advice and analysis on topics like business opportunities, retirement, estate, tax, and risk management tailored to client needs.