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Conversant Wealth Management Logo
Conversant Wealth Management CB Rank
1412615
Heat Score
65
Conversant Wealth Management offers financial planning, asset allocation, estate and investment management services.
Founded
obfuscation
Private Danville, California, United States1-10 www.conversantwealth.com/
Asset Management
Finance
Financial Services
Wealth Management
Overview

Conversant Wealth Management
Heat Score
65

Growth Score
pts
in past quarter
Heat Score 65
-12 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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About Conversant Wealth Management

CB Rank
1412615
Conversant Wealth Management offers financial planning, asset allocation, estate and investment management services.
Founded
obfuscation
Private Danville, California, United States1-10 www.conversantwealth.com/
Asset Management
Finance
Financial Services
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number +1 925-433-6840
Contact Email info@conversantwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that creates customized financial plans tailored to individual client needs and goals.
Asset Allocation
A service that designs personalized investment portfolios by distributing assets across various categories to balance risk and return.

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

IT Spend

$91.9KThis year, Conversant Wealth Management is projected to spend $91.9K on IT, according to Aberdeen.

Active Website Tech Count

11Conversant Wealth Management is actively using 11 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Conversant Wealth Management's headquarters? Conversant Wealth Management is located in Danville, California, United States.Who are Conversant Wealth Management's competitors? Alternatives and possible competitors to Conversant Wealth Management may include HighTower Advisors, Charles Schwab, and  UBS.
Who We Are
What We Do
Helpful Links
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