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Cassia Capital Partners Logo
Cassia Capital Partners CB Rank
1708913
Heat Score
57
Cassia Capital Partners provides investment allocations and financial planning to help individuals and institutions achieve financial goals.
Founded
obfuscation
Private Winston Salem, North Carolina, United States1-10 www.cassiacapitalpartners.com
Asset Management
Financial Services
Wealth Management
Overview

Cassia Capital Partners
Heat Score
57

Growth Score
pts
in past quarter
Heat Score 57
-7 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
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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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See more interactive data and historical milestones on desktop for the best experience

About Cassia Capital Partners

CB Rank
1708913
Cassia Capital Partners provides investment allocations and financial planning to help individuals and institutions achieve financial goals.
Founded
obfuscation
Private Winston Salem, North Carolina, United States1-10 www.cassiacapitalpartners.com
Asset Management
Financial Services
Wealth Management

Details

Legal Name Cassia Capital Partners LLC
Operating Status Active
Company Type For Profit
Phone Number +1-336-723-4585
Contact Email jhelvey@cassiacapitalpartners.com
Predictions & Insights

Products & Services

Investment Allocations
Service providing diversified and liquid investment portfolios tailored to meet clients' financial objectives.
Financial Planning
Strategic financial planning service aimed at helping clients achieve their financial goals through prudent management and guidance.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 8
News
Technology
View Tech Report

IT Spend

$125.6KThis year, Cassia Capital Partners is projected to spend $125.6K on IT, according to Aberdeen.

Active Website Tech Count

14Cassia Capital Partners is actively using 14 technologies for its website, according to BuiltWith. These include Apple Mobile Web Clips Icon, Google Font API, and  WordPress.
Sub-Organizations
Frequently Asked Questions

Where is Cassia Capital Partners's headquarters? Cassia Capital Partners is located in Winston Salem, North Carolina, United States.Who are Cassia Capital Partners's competitors? Alternatives and possible competitors to Cassia Capital Partners may include HighTower Advisors, Creative Planning, and  Cresset.
Who We Are
What We Do
Helpful Links
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