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Castle Wealth Partners Logo
Castle Wealth Partners CB Rank
1680451
Heat Score
24
Castle Wealth Partners is a financial services company that offers investment, tax, and retirement planning services.
Founded
obfuscation
Private Marietta, Georgia, United States1-10 www.castlewealthpartners.com
Advice
Financial Services
Retirement
Tax Preparation
Overview

Castle Wealth Partners
Heat Score
24

Growth Score
pts
in past quarter
Heat Score 24
-16 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 Events
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 Castle Wealth Partners

CB Rank
1680451
Castle Wealth Partners is a financial services company that offers investment, tax, and retirement planning services.
Founded
obfuscation
Private Marietta, Georgia, United States1-10 www.castlewealthpartners.com
Advice
Financial Services
Retirement
Tax Preparation

Details

Legal Name Castle Wealth Partners Inc.
Operating Status Active
Company Type For Profit
Phone Number +1 678 737 7000
Contact Email info@castlewealthpartners.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
Castle Wealth Partners assists clients in planning for retirement by evaluating potential income sources and creating strategies to meet retirement goals.
Investment Strategy
The company offers investment strategies tailored to individual risk tolerance, time horizon, and financial goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 2
News
Technology
View Tech Report

Active Website Tech Count

36Castle Wealth Partners is actively using 36 technologies for its website, according to BuiltWith. These include SPF, SSL by Default, and  U.S. Server Location.
Sub-Organizations
Frequently Asked Questions

Where is Castle Wealth Partners's headquarters? Castle Wealth Partners is located in Marietta, Georgia, United States.Who are Castle Wealth Partners's competitors? Alternatives and possible competitors to Castle Wealth Partners may include Fidelity, JP Morgan, and  Charles Schwab.
Who We Are
What We Do
Helpful Links
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