CCR Wealth Management - Crunchbase Company Profile & Funding

Q: Who invested in CCR Wealth Management?

CCR Wealth Management is funded by Cetera Financial Group.

Overview

CCR Wealth Management

Growth Score

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

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About CCR Wealth Management

CB Rank

634240

CCR Wealth Management is a wealth management firm that provides customized financial planning solutions and strategic services.

Founded

obfuscation

Private

Corporate Round

Westborough, Massachusetts, United States

11-50

ccrwealth.com/

Financial Services

Service Industry

Wealth Management

Funding Rounds

Corporate Round

OBF

obfuscation

Details

Legal Name

CCR Wealth Management LLC

Also Known As

CCR

Operating Status

Active

Company Type

For Profit

About the Company

CCR Wealth Management offers customized solutions for financial planning and strategic, methodical portfolio management to private clients, businesses, and institutions. Their services include financial planning, investment management, insurance strategies, business and personal financial coordination, corporate retirement plans, and group health

and life insurance.

Phone Number

508-475-3880

Contact Email

info@ccrwealth.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning

A continuous process of reviewing and adjusting a personalized financial plan to align with evolving client goals.

Investment Services

Development of personalized investment strategies tailored to client needs, risk tolerance, and time horizon to grow wealth over time.

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Financials

Company Funding

Funding Rounds

Investors

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Corporate Round - CCR Wealth Management	1	obfuscated obfuscation	Cetera Financial Group	Corporate Round
obfuscated obfuscation	Corporate Round - CCR Wealth Management	1	obfuscated obfuscation	Cetera Financial Group	Corporate Round
obfuscated obfuscation	Corporate Round - CCR Wealth Management	1	obfuscated obfuscation	Cetera Financial Group	Corporate Round
obfuscated obfuscation	Corporate Round - CCR Wealth Management	1	obfuscated obfuscation	Cetera Financial Group	Corporate Round
obfuscated obfuscation	Corporate Round - CCR Wealth Management	1	obfuscated obfuscation	Cetera Financial Group	Corporate Round

Funding Rounds

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Corporate Round - CCR Wealth Management	1	obfuscated obfuscation	Cetera Financial Group	Corporate Round
obfuscated obfuscation	Corporate Round - CCR Wealth Management	1	obfuscated obfuscation	Cetera Financial Group	Corporate Round
obfuscated obfuscation	Corporate Round - CCR Wealth Management	1	obfuscated obfuscation	Cetera Financial Group	Corporate Round
obfuscated obfuscation	Corporate Round - CCR Wealth Management	1	obfuscated obfuscation	Cetera Financial Group	Corporate Round
obfuscated obfuscation	Corporate Round - CCR Wealth Management	1	obfuscated obfuscation	Cetera Financial Group	Corporate Round

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Cetera Financial Group	Yes	Corporate Round - CCR Wealth Management	—
Cetera Financial Group	Yes	Corporate Round - CCR Wealth Management	—
Cetera Financial Group	Yes	Corporate Round - CCR Wealth Management	—
Cetera Financial Group	Yes	Corporate Round - CCR Wealth Management	—
Cetera Financial Group	Yes	Corporate Round - CCR Wealth Management	—