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Koon Financial Logo
Koon Financial CB Rank
1713588
Heat Score
62
Koon Financial is a financial consulting firm that provides advice for financial planning and investment management services.
Founded
obfuscation
Private Greenwood, Indiana, United States1-10 www.koonfinancial.com/
Advice
Consulting
Financial Services
Overview

Koon Financial
Heat Score
62

Growth Score
pts
in past quarter
Heat Score 62
-7 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 Koon Financial

CB Rank
1713588
Koon Financial is a financial consulting firm that provides advice for financial planning and investment management services.
Founded
obfuscation
Private Greenwood, Indiana, United States1-10 www.koonfinancial.com/
Advice
Consulting
Financial Services

Key People

Details

Legal Name Koon Financial Planning & Consulting LLC
Also Known As Koon Financial Planning & Consulting
Operating Status Active
Company Type For Profit
Founders  Walter L. Koon
Phone Number +1 317-887-1714
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Services
Provides personalized financial planning advice tailored to individual and non-profit clients to help manage their financial goals and strategies.
Investment Management Services
Manages client investment portfolios by selecting and adjusting asset allocations to meet financial objectives and risk tolerance.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 3

Employee Profiles

News
Technology
View Tech Report

IT Spend

$67.8KThis year, Koon Financial is projected to spend $67.8K on IT, according to Aberdeen.

Active Website Tech Count

2Koon Financial is actively using 2 technologies for its website, according to BuiltWith. These include Common Crawl and  CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is Koon Financial's headquarters? Koon Financial is located in Greenwood, Indiana, United States.Who are Koon Financial's competitors? Alternatives and possible competitors to Koon Financial may include Betterment, Charles Schwab, and  Wealthfront.
Who We Are
What We Do
Helpful Links
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