Csenge Advisory Group - Crunchbase Company Profile & Funding

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Overview

Csenge Advisory Group

Heat Score

45

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

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

See more interactive data and historical milestones on desktop for the best experience

About Csenge Advisory Group

CB Rank

1237507

Csenge Advisory Group is an investment advisory firm that offers retirement plan, asset and wealth management services.

Founded

obfuscation

Private

Clearwater, Florida, United States

Asset Management

Financial Services

Wealth Management

Details

Legal Name

Csenge Advisory Group, Inc.

Operating Status

Active

Company Type

For Profit

Phone Number

888-500-2050

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Services

Services that assess clients' current financial situations, goals, and risk tolerance to develop strategies for future financial objectives.

Investment Services

Portfolio management services that align investment portfolios with clients' objectives, risk preferences, and asset allocation strategies.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

Contacts

News

News and Press

News•

Apr 6, 2026

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News•

Jan 26, 2023

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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

1,145

1,080.41%

in past month

IT Spend

$228.1K

This year,

Csenge Advisory Group

is projected to spend

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Deloitte Monitor	89
Oracle (ORCL)	86
Salesforce (CRM)	85

Actively Used Products

24

Csenge Advisory Group

uses

24

technology products and services including

,

, and

Microsoft Outlook

, according to G2 Stack.

Active Website Tech Count

9

Csenge Advisory Group

is actively using

9

technologies for its website, according to BuiltWith. These include

IPhone / Mobile Compatible

,

, and

.

Lists Featuring This Company

Lists Featuring This Company

East Coast Wealth Management Companies

5,920 Number of Organizations • $49.6B Total Funding Amount • 760 Number of Investors

Wealth Management Companies With Less Than $500M in Revenue (Top 10K)

9,648 Number of Organizations • $33.5B Total Funding Amount • 2,901 Number of Investors

Asset Management Companies With Fewer Than 1000 Employees (Top 10K)

9,844 Number of Organizations • $149.2B Total Funding Amount • 4,816 Number of Investors

Wealth Management Companies With Less Than $1B in Revenue (Top 10K)

9,713 Number of Organizations • $40.3B Total Funding Amount • 2,926 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Csenge Advisory Group

's headquarters?

Csenge Advisory Group

is located in

Clearwater, Florida, United States

.

Who are

Csenge Advisory Group

's competitors? Alternatives and possible competitors to

Csenge Advisory Group

may include

Creative Planning

,

Mariner Wealth Advisors

, and

.