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
Epic Capital Wealth Management Logo
Epic Capital Wealth Management CB Rank
699631
Heat Score
68
Epic Capital Wealth Management is a consultancy that renders a complete portfolio of financial planning and investment management services.
Founded
obfuscation
Private Charlotte, North Carolina, United States1-10 epiccapital.com/
Financial Services
Risk Management
Wealth Management
Overview

Epic Capital Wealth Management
Heat Score
68

Growth Score
pts
in past quarter
Heat Score 68
8 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
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 Epic Capital Wealth Management

CB Rank
699631
Epic Capital Wealth Management is a consultancy that renders a complete portfolio of financial planning and investment management services.
Founded
obfuscation
Private Charlotte, North Carolina, United States1-10 epiccapital.com/
Financial Services
Risk Management
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Edward Doughty
Phone Number +1-7045525200
Contact Email info@EpicCapital.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that develops comprehensive strategies to manage clients' financial resources and goals.
Investment Management
A service that oversees and administers clients' investment portfolios to meet their financial objectives.

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 1-10 Employee Profiles 1 Contacts 3

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

526
442.27%
 in past month

IT Spend

$90.4KThis year, Epic Capital Wealth Management is projected to spend $90.4K on IT, according to Aberdeen.

Actively Used Products

14Epic Capital Wealth Management uses 14 technology products and services including HTML5, Google Analytics, and  Wordpress, according to G2 Stack.

Active Website Tech Count

4Epic Capital Wealth Management is actively using 4 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m, Google Tag Manager, and  LetsEncrypt.

Total IP

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

Where is Epic Capital Wealth Management's headquarters? Epic Capital Wealth Management is located in Charlotte, North Carolina, United States.Who are Epic Capital Wealth Management's competitors? Alternatives and possible competitors to Epic Capital Wealth Management may include HighTower Advisors, Creative Planning, and  EP Wealth Advisors.
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.
(250d0b0 1)
|