C.L. Sheldon & Company - Crunchbase Company Profile & Funding

Overview

C.L. Sheldon & Company

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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Raised Funding Round

Jan 1, 1970

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About C.L. Sheldon & Company

CB Rank

1625278

C.L. Sheldon & Company provides financial planning and wealth management services for military members.

Founded

obfuscation

Private

Alexandria, Virginia, United States

1-10

clsheldon.com

Financial Services

Service Industry

Wealth Management

Details

Legal Name

C.L. Sheldon & Company, LLC

Also Known As

CL Sheldon

Operating Status

Active

Company Type

For Profit

Phone Number

(703) 542-4000

Contact Email

info@clsheldon.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Coaching

A service designed to help military members get their financial life in order, including debt control, spending understanding, risk protection, and basic investing.

Comprehensive Financial Planning

A service providing detailed financial plans integrating military and veterans benefits, tax planning, college funding, and retirement strategies.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

1-10

Contacts

News

Technology

View Tech Report

Monthly Web Visits

970

-89.75%

in past month

IT Spend

$98.4K

This year,

C.L. Sheldon & Company

is projected to spend

$98.4K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
MongoDB	75
MongoDB Atlas	75
Auth0	72

Active Website Tech Count

C.L. Sheldon & Company

is actively using

technologies for its website, according to BuiltWith. These include

CommonCrawl Top 10m

and

Constant Contact

Lists Featuring This Company

Wealth Management Companies With Less Than $1B in Revenue (Top 10K)

9,742 Number of Organizations • $38.8B Total Funding Amount • 2,872 Number of Investors

Wealth Management Companies With Less Than $50M in Revenue (Top 10K)

9,702 Number of Organizations • $15.4B Total Funding Amount • 2,375 Number of Investors

Alexandria Companies

2,724 Number of Organizations • $5.3B Total Funding Amount • 330 Number of Investors

United States Wealth Management Companies (Top 10K)

9,965 Number of Organizations • $86.8B Total Funding Amount • 1,746 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

C.L. Sheldon & Company

's headquarters?

C.L. Sheldon & Company

is located in

Alexandria, Virginia, United States

Who are

C.L. Sheldon & Company

's competitors? Alternatives and possible competitors to

C.L. Sheldon & Company

may include

Facet

USAA

, and

First Command Financial Services