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Cb3 Financial Group Logo
Cb3 Financial Group CB Rank
976227
Heat Score
68
CB3 is an investment consulting firm offering products & services for pre and post-retirement planning and asset preservation management.
Founded
obfuscation
Private Glen Ellyn, Illinois, United States1-10 cb3financial.com/
Financial Services
Overview

Cb3 Financial Group
Heat Score
68

Growth Score
pts
in past quarter
Heat Score 68
1 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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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Cb3 Financial Group

CB Rank
976227
CB3 is an investment consulting firm offering products & services for pre and post-retirement planning and asset preservation management.
Founded
obfuscation
Private Glen Ellyn, Illinois, United States1-10 cb3financial.com/
Financial Services

Details

Legal Name Cb3 Financial Group
Also Known As Cb3 Financial Group Inc
Operating Status Active
Company Type For Profit
Phone Number 312.513.7486
Contact Email cb3@cb3.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Portfolio Management
A service providing transparent and accountable management of client investment portfolios with 24/7 account access and 48-hour liquidity.
Wealth Management Analysis via eMoney Advisor
A service that consolidates and analyzes all client assets in one platform for comprehensive wealth management review.

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

Monthly Web Visits

61

IT Spend

$135.9KThis year, Cb3 Financial Group is projected to spend $135.9K on IT, according to Aberdeen.

Actively Used Products

7Cb3 Financial Group uses 7 technology products and services including HTML5, Google Fonts, and  Google Drive, according to G2 Stack.

Active Website Tech Count

30Cb3 Financial Group is actively using 30 technologies for its website, according to BuiltWith. These include Viewport Meta, SSL by Default, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Cb3 Financial Group's headquarters? Cb3 Financial Group is located in Glen Ellyn, Illinois, United States.Who are Cb3 Financial Group's competitors? Alternatives and possible competitors to Cb3 Financial Group may include HighTower Advisors, Mariner Wealth Advisors, and  B. Riley Wealth Management.
Who We Are
What We Do
Helpful Links
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