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Caissa Wealth Strategies Logo
Caissa Wealth Strategies CB Rank
1271922
Heat Score
58
Caissa Wealth Strategies provides a full range of investment management, financial planning, insurance, and tax strategies services.
Founded
obfuscation
Private Bloomington, Minnesota, United States1-10 www.caissawealth.com
Advice
Finance
Financial Services
Insurance
Wealth Management
Overview

Caissa Wealth Strategies
Heat Score
58

Growth Score
pts
in past quarter
Heat Score 58
-4 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 Caissa Wealth Strategies

CB Rank
1271922
Caissa Wealth Strategies provides a full range of investment management, financial planning, insurance, and tax strategies services.
Founded
obfuscation
Private Bloomington, Minnesota, United States1-10 www.caissawealth.com
Advice
Finance
Financial Services
Insurance
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number +1-952-777-2270
Contact Email contactus@caissawealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
Provides portfolio management and investment strategy services tailored to client goals and risk tolerance.
Financial Planning
Develops comprehensive financial plans to align assets and cash flows with client goals and life events.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 12
News
Technology
View Tech Report

Monthly Web Visits

884
111.99%
 in past month

IT Spend

$72.3KThis year, Caissa Wealth Strategies is projected to spend $72.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Video Hosting Logo
Video Hosting
73
Mobile Testing Logo
Mobile Testing
71
Branch Logo
Branch
71

Active Website Tech Count

35Caissa Wealth Strategies is actively using 35 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Caissa Wealth Strategies's headquarters? Caissa Wealth Strategies is located in Bloomington, Minnesota, United States.Who are Caissa Wealth Strategies's competitors? Alternatives and possible competitors to Caissa Wealth Strategies may include HighTower Advisors, Creative Planning, and  Baker Tilly.
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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