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
Great River Financial Logo
Great River Financial CB Rank
2079283
Heat Score
42
Great River Financial is a financial planning and investment management firm that offers retirement planning and tax guidance services.
Founded
obfuscation
Private Plymouth, Minnesota, United States1-10 greatriverfinancial.com
Advice
Retirement
Tax Consulting
Overview

Great River Financial
Heat Score
42

Growth Score
pts
in past quarter
Heat Score 42
-10 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
See more interactive data and historical milestones on desktop for the best experience

About Great River Financial

CB Rank
2079283
Great River Financial is a financial planning and investment management firm that offers retirement planning and tax guidance services.
Founded
obfuscation
Private Plymouth, Minnesota, United States1-10 greatriverfinancial.com
Advice
Retirement
Tax Consulting

Key People

Details

Legal Name Great River Financial, LLC.
Operating Status Active
Company Type For Profit
Founders  Amy Wolberg, Josh Wolberg
Phone Number +1 763 231 7581
Contact Email info@greatriverfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
A service that helps individuals prepare financially for retirement by creating tailored plans to meet future income needs.
Investment Management
A service that manages clients' investment portfolios to align with their financial goals and risk tolerance.

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 2

Employee Profiles

News
Technology
View Tech Report

IT Spend

$251.9KThis year, Great River Financial is projected to spend $251.9K on IT, according to Aberdeen.

Active Website Tech Count

32Great River Financial is actively using 32 technologies for its website, according to BuiltWith. These include Apple Mobile Web Clips Icon, Google Tag Manager, and  Google Font API.
Sub-Organizations
Frequently Asked Questions

Where is Great River Financial's headquarters? Great River Financial is located in Plymouth, Minnesota, United States.Who are Great River Financial's competitors? Alternatives and possible competitors to Great River Financial may include New England Investment and Retirement Group, Black Walnut Wealth Management, and  Firewall Capital Management.
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.
(f8e1fc8 1)
|