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Bragg Financial Logo
Bragg Financial CB Rank
1487271
Heat Score
43
Bragg Financial provides wealth management and investment advisory services.
Founded
obfuscation
Private Charlotte, North Carolina, United States11-50 braggfinancial.com/
Advice
Finance
Financial Services
Wealth Management
Overview

Bragg Financial
Heat Score
43

Growth Score
pts
in past quarter
Heat Score 43
-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 >
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About Bragg Financial

CB Rank
1487271
Bragg Financial provides wealth management and investment advisory services.
Founded
obfuscation
Private Charlotte, North Carolina, United States11-50 braggfinancial.com/
Advice
Finance
Financial Services
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number (704) 377-0261
Contact Email advisors@braggfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management and Investment Advisory Services
Provides financial planning advice and portfolio management for high-net-worth individuals, families, business owners, foundations, and institutions.
Financial and Estate Planning
Assists clients with estate planning, tax planning, and legacy preparation to manage wealth transfer and end-of-life financial decisions.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • 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 35
News
Technology
View Tech Report

Monthly Web Visits

2,112
1,837.61%
 in past month

IT Spend

$224KThis year, Bragg Financial is projected to spend $224K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Orion Innovation Logo
Orion Innovation
100
Supply Chain Resiliency Logo
Supply Chain Resiliency
100
Consumption Forecasting Logo
Consumption Forecasting
100

Actively Used Products

19Bragg Financial uses 19 technology products and services including HTML5, Comodo PositiveSSL Certificates, and  Wordpress, according to G2 Stack.

Active Website Tech Count

4Bragg Financial is actively using 4 technologies for its website, according to BuiltWith. These include Euro, CommonCrawl Top 5m, and  Charter Communications.
Sub-Organizations
Frequently Asked Questions

Where is Bragg Financial's headquarters? Bragg Financial is located in Charlotte, North Carolina, United States.Who are Bragg Financial's competitors? Alternatives and possible competitors to Bragg Financial may include HighTower Advisors, Cresset, and  CAPTRUST.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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