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Credent Wealth Management Logo
Credent Wealth Management Growth Score
61
CB Rank
19479
Heat Score
63
Credent Wealth Management offers financial planning, investment management, retirement plans, and consulting services.
Founded
obfuscation
PrivateDebt Financing Auburn, Indiana, United States51-100 www.credentwealth.com
Consulting
Finance
Financial Services
Retirement
Overview

Credent Wealth Management
Total Funding
obfuscation
Growth Score
61
Heat Score
63

Total Funding
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Debt Financing raised
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Growth Score61
-16 pts
in past quarter
Heat Score 63
6 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 Credent Wealth Management

CB Rank
19479
Credent Wealth Management offers financial planning, investment management, retirement plans, and consulting services.
Founded
obfuscation
PrivateDebt Financing Auburn, Indiana, United States51-100 www.credentwealth.com
Consulting
Finance
Financial Services
Retirement

Funding Rounds

Debt Financing
OBF
in
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Private Equity
OBF
in
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Details

Legal Name CX Institutional, LLC
Operating Status Active
Company Type For Profit
About the Company
Credent Wealth Management offers financial planning, investment management, retirement plans, and consulting services.
Phone Number 260-927-1830
Contact Email contactus@credentwealth.com
Predictions & Insights

Growth Insight

See this Growth Insight
Credent Wealth Management is
Lorem
 to be growing
Top Contributing Factors
Recently Raised Funding

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Runway Speculation

Products & Services

Retirement Planning
A service that helps individuals prepare financially for retirement by creating strategies to manage income, expenses, and investments during retirement years.
Investment Management
A service that manages clients' investment portfolios to grow wealth, manage risk, and align with financial goals.

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Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Debt Financing - Credent Wealth Management Logo
Debt Financing - Credent Wealth Management
1
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CrestlineDebt Financing
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Debt Financing - Credent Wealth Management Logo
Debt Financing - Credent Wealth Management
1
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CrestlineDebt Financing
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Debt Financing - Credent Wealth Management
1
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CrestlineDebt Financing
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Debt Financing - Credent Wealth Management
1
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CrestlineDebt Financing
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Debt Financing - Credent Wealth Management Logo
Debt Financing - Credent Wealth Management
1
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CrestlineDebt Financing

Funding Rounds

Total Funding Amount 
obfuscation
Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Debt Financing - Credent Wealth Management Logo
Debt Financing - Credent Wealth Management
1
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CrestlineDebt Financing
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Debt Financing - Credent Wealth Management Logo
Debt Financing - Credent Wealth Management
1
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CrestlineDebt Financing
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Debt Financing - Credent Wealth Management Logo
Debt Financing - Credent Wealth Management
1
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CrestlineDebt Financing
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Debt Financing - Credent Wealth Management
1
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CrestlineDebt Financing
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Debt Financing - Credent Wealth Management Logo
Debt Financing - Credent Wealth Management
1
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CrestlineDebt Financing

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.
Investor Name  
Lead Investor  
Funding Round  
Partners  
Crestline Logo
Crestline
Yes
Debt Financing - Credent Wealth Management Logo
Debt Financing - Credent Wealth Management
—
Crestline Logo
Crestline
Yes
Debt Financing - Credent Wealth Management Logo
Debt Financing - Credent Wealth Management
—
Crestline Logo
Crestline
Yes
Debt Financing - Credent Wealth Management Logo
Debt Financing - Credent Wealth Management
—
Crestline Logo
Crestline
Yes
Debt Financing - Credent Wealth Management Logo
Debt Financing - Credent Wealth Management
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Crestline Logo
Crestline
Yes
Debt Financing - Credent Wealth Management Logo
Debt Financing - Credent Wealth Management
—

Investments

Number of Acquisitions 5

Investment Breakdown

Number of Acquisitions 5
Market Intelligence
People
View Profiles & Contacts
Headcount 51-100 Contacts 79
News

News and Press

News•Jun 25, 2026
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News•Jan 16, 2026
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News•Jan 14, 2026
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News•Jan 14, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

959
-49.26%
 in past month

Interest Signals

TopicSurge Score
Generation Z Recruiting Logo
Generation Z Recruiting
86
Source Code Escrow Logo
Source Code Escrow
85
Contact Discovery Logo
Contact Discovery
80

Actively Used Products

17Credent Wealth Management uses 17 technology products and services including HTML5, Wistia, and  Google Fonts, according to G2 Stack.

Active Website Tech Count

31Credent Wealth Management is actively using 31 technologies for its website, according to BuiltWith. These include Apple Mobile Web Clips Icon, Google Font API, and  IPhone / Mobile Compatible.

Total IP

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

Where is Credent Wealth Management's headquarters? Credent Wealth Management is located in Auburn, Indiana, United States.Who invested in Credent Wealth Management? Credent Wealth Management is funded by Crestline.When was the last funding round for Credent Wealth Management? Credent Wealth Management closed its last funding round on
obfuscation
from a Debt Financing round.Who are Credent Wealth Management's competitors? Alternatives and possible competitors to Credent Wealth Management may include Creative Planning, HighTower Advisors, and  Mariner Wealth Advisors.How much funding has Credent Wealth Management raised to date? Credent Wealth Management has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
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