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Discipline Advisors Logo
Discipline Advisors CB Rank
1449709
Heat Score
63
DAI is a wealth management firm that advocates for clients at every opportunity and strives to deliver focused advice and valuable guidance.
Founded
obfuscation
Private Mankato, Minnesota, United States11-50 www.disciplineadvisors.com/
Financial Services
Wealth Management
Overview

Discipline Advisors
Heat Score
63

Growth Score
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 Milestones
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 Discipline Advisors

CB Rank
1449709
DAI is a wealth management firm that advocates for clients at every opportunity and strives to deliver focused advice and valuable guidance.
Founded
obfuscation
Private Mankato, Minnesota, United States11-50 www.disciplineadvisors.com/
Financial Services
Wealth Management

Details

Legal Name Discipline Advisors, LLC
Also Known As DAI
Operating Status Active
Company Type For Profit
Phone Number 507.625.5876
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management Advisory
Provides personalized financial advice and planning to help clients manage and grow their wealth.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 12
News
Technology
View Tech Report

IT Spend

$324KThis year, Discipline Advisors is projected to spend $324K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
eNotary Logo
eNotary
89
Buyer Needs Logo
Buyer Needs
80
ChatGPT Logo
ChatGPT
76

Active Website Tech Count

3Discipline Advisors is actively using 3 technologies for its website, according to BuiltWith. These include CrUX Top 10m, Gravity Forms, and  CrUX Dataset.
Sub-Organizations
Frequently Asked Questions

Where is Discipline Advisors's headquarters? Discipline Advisors is located in Mankato, Minnesota, United States.Who are Discipline Advisors's competitors? Alternatives and possible competitors to Discipline Advisors may include Creative Planning, Edward Jones, and  Ameriprise Financial.
Who We Are
What We Do
Helpful Links
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