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Journey Wealth Logo
Journey Wealth CB Rank
1929527
Heat Score
47
Journey Wealth is a full service wealth planning firm that helps entrepreneurs, explore the world of opportunities availed by their success.
Founded
obfuscation
Private Cleveland, Ohio, United States1-10 www.journey-wealth.com/
Financial Services
Overview

Journey Wealth
Heat Score
47

Growth Score
pts
in past quarter
Heat Score 47
-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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See more interactive data and historical milestones on desktop for the best experience

About Journey Wealth

CB Rank
1929527
Journey Wealth is a full service wealth planning firm that helps entrepreneurs, explore the world of opportunities availed by their success.
Founded
obfuscation
Private Cleveland, Ohio, United States1-10 www.journey-wealth.com/
Financial Services

Key People

  • Photo of Lauren MacLaren
    Lauren MacLaren: Partner & CCO
    Past Role: Sequoia Financial Group, Director of Family Wealth

Details

Operating Status Active
Company Type For Profit
Phone Number (216) 916-8424
Contact Email info@journey-wealth.com
Predictions & Insights

Growth Insight

See this Growth Insight
Journey Wealth is
Lorem
 to be growing
Top Contributing Factors
Operations Expansion

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Growth Insight

Products & Services

Wealth Planning
Align and manage financial resources according to individual goals and objectives.
Tax Planning
Develop strategies to minimize tax liabilities and optimize future financial outcomes.

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 14

Employee Profiles

News

News and Press

News•Aug 8, 2024
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News•Aug 7, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

192
-20.33%
 in past month

IT Spend

$384.4KThis year, Journey Wealth is projected to spend $384.4K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
ION Logo
ION
83
Integrated Route-to-Market Logo
Integrated Route-to-Market
81
Enterprise Cloud Logo
Enterprise Cloud
78

Active Website Tech Count

45Journey Wealth is actively using 45 technologies for its website, according to BuiltWith. These include Common Crawl, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Journey Wealth's headquarters? Journey Wealth is located in Cleveland, Ohio, United States.Who are Journey Wealth's competitors? Alternatives and possible competitors to Journey Wealth may include Wen Capital Advisory Group, FAS Wealth Partners, and  CJM Wealth Advisers.
Who We Are
What We Do
Helpful Links
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