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Continuum Wealth Advisors Logo
Continuum Wealth Advisors CB Rank
1719096
Heat Score
47
Continuum Wealth Advisors offers integrated financial management services to individuals and families, as well as small business owners.
Founded
obfuscation
Private Saratoga Springs, New York, United States1-10 contwealth.com/
Advice
Finance
Financial Services
Wealth Management
Overview

Continuum Wealth Advisors
Heat Score
47

Growth Score
pts
in past quarter
Heat Score 47
-9 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 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 Continuum Wealth Advisors

CB Rank
1719096
Continuum Wealth Advisors offers integrated financial management services to individuals and families, as well as small business owners.
Founded
obfuscation
Private Saratoga Springs, New York, United States1-10 contwealth.com/
Advice
Finance
Financial Services
Wealth Management

Details

Legal Name Continuum Wealth Advisors, LLC
Operating Status Active
Company Type For Profit
Phone Number 518-583-4050
Contact Email tsmith@contwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Integrated Financial Management Services
Comprehensive coordination of investments, insurance, taxes, and estate plans to create a cohesive financial plan for individuals, families, and small business owners.
Proactive Investment Protection
Active management of investment portfolios to protect assets during market downturns through strategic adjustments.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 9
News
Technology
View Tech Report

IT Spend

$79.7KThis year, Continuum Wealth Advisors is projected to spend $79.7K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Notion Logo
Notion
67

Active Website Tech Count

22Continuum Wealth Advisors is actively using 22 technologies for its website, according to BuiltWith. These include Common Crawl, Apple Mobile Web Clips Icon, and  Google Tag Manager.

Total IP

1Continuum Wealth Advisors has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Continuum Wealth Advisors's headquarters? Continuum Wealth Advisors is located in Saratoga Springs, New York, United States.Who are Continuum Wealth Advisors's competitors? Alternatives and possible competitors to Continuum Wealth Advisors may include Creative Planning, EP Wealth Advisors, and  HighTower Advisors.
Who We Are
What We Do
Helpful Links
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