Digital Wealth - Crunchbase Company Profile & Funding

Overview

Digital Wealth

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

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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

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About Digital Wealth

CB Rank

1666093

Digital Wealth is a fee-only financial planning and investment management firm.

Acquired by

Coinbase

Founded

obfuscation

Private

Marina Del Rey, California, United States

1-10

digitalwealth.la/

Consulting

Financial Services

Key People

Larry Koeppel: Founder and Financial Planner

Details

Operating Status

Active

Company Type

For Profit

Founders

Larry Koeppel

About the Company

Digital Wealth is a fee-only financial planning and investment management firm dedicated to assisting technology professionals and their families with their personal finance. Digital Wealth is virtual in nature which enables us to assist clients in the State of California and in other jurisdictions where exempted.

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Basic Planning

A service to establish and track financial goals, cash flow, net worth, debt, emergency funds, and optimize employee benefits with online tools for financial management and document storage.

Comprehensive Planning

An advanced financial planning service that includes basic planning plus home buy/rent analysis, college funding, stock compensation planning, retirement projection, risk tolerance assessment, investment and insurance analysis, tax planning, and estate plan review.