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CleverCx Logo
CleverCx CB Rank
1227152
Heat Score
40
CleverCx is a management consulting firm that provides customer experience solutions for the financial services industry.
Founded
obfuscation
Private Charlotte, North Carolina, United States1-10 clevercx.com
Business Development
Consulting
Training
Overview

CleverCx
Heat Score
40

Growth Score
pts
in past quarter
Heat Score 40
-40 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 CleverCx

CB Rank
1227152
CleverCx is a management consulting firm that provides customer experience solutions for the financial services industry.
Founded
obfuscation
Private Charlotte, North Carolina, United States1-10 clevercx.com
Business Development
Consulting
Training

Key People

Details

Legal Name CleverCx
Operating Status Active
Company Type For Profit
Founders  Linda Bready
Contact Email questions@ontrajectory.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Level
A digital tool for asset managers and RIAs to simplify product distribution and support advisors in client discussions within a planning context.
Next
A lead nurturing and generation platform providing advisors access to active leads and simple planning tools to engage prospects.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2

Employee Profiles

News
Technology
View Tech Report

IT Spend

$243KThis year, CleverCx is projected to spend $243K on IT, according to Aberdeen.

Active Website Tech Count

20CleverCx is actively using 20 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m, HSTS, and  DNSSEC.
Sub-Organizations
Frequently Asked Questions

Where is CleverCx's headquarters? CleverCx is located in Charlotte, North Carolina, United States.Who are CleverCx's competitors? Alternatives and possible competitors to CleverCx may include Moment, Pave Finance, and  Orion Advisor Solutions.
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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