Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
EdgeRock Wealth Management Logo
EdgeRock Wealth Management CB Rank
307420
Heat Score
45
EdgeRock Wealth Management is a financial service firm that provides investment products and advisory services.
Founded
obfuscation
Private Denver, Colorado, United States11-50 edgerockwealth.com
Advice
Financial Services
Retirement
Wealth Management
Overview

EdgeRock Wealth Management
Heat Score
45

Growth Score
pts
in past quarter
Heat Score 45
-34 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
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About EdgeRock Wealth Management

CB Rank
307420
EdgeRock Wealth Management is a financial service firm that provides investment products and advisory services.
Founded
obfuscation
Private Denver, Colorado, United States11-50 edgerockwealth.com
Advice
Financial Services
Retirement
Wealth Management

Key People

Details

Legal Name EdgeRockWealth Management, LLC
Operating Status Active
Company Type For Profit
Founders  Kyle O'Dell
Phone Number 1 (303) 780-7350
Contact Email dtc@edgerockwealth.flywheelsites.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

EdgeRock Summit Plan
A comprehensive financial strategy covering income, healthcare, Social Security, and legacy planning for retirement.
Investment Advisory Services
Active management of client investments to protect against market volatility and optimize retirement savings.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 14

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

460
566.67%
 in past month

IT Spend

$231.9KThis year, EdgeRock Wealth Management is projected to spend $231.9K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Personal Wealth Management Logo
Personal Wealth Management
92
Funding Management Logo
Funding Management
91
Institutional Asset Management Platform Logo
Institutional Asset Management Platform
91

Active Website Tech Count

12EdgeRock Wealth Management is actively using 12 technologies for its website, according to BuiltWith. These include HSTS, DNSSEC, and  IPv6.
Sub-Organizations
Frequently Asked Questions

Where is EdgeRock Wealth Management's headquarters? EdgeRock Wealth Management is located in Denver, Colorado, United States.Who are EdgeRock Wealth Management's competitors? Alternatives and possible competitors to EdgeRock Wealth Management may include Charles Schwab, LPL Financial, and  Ameriprise Financial.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(8ea058e 1)
|