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Left Brain Wealth Management Logo
Left Brain Wealth Management CB Rank
1798276
Heat Score
44
Left Brain Wealth Management provides strategic wealth planning, financial advice as well as support and training.
Founded
obfuscation
Private Naperville, Illinois, United States1-10 www.leftbrainwm.com/
Financial Services
Service Industry
Wealth Management
Overview

Left Brain Wealth Management
Heat Score
44

Growth Score
pts
in past quarter
Heat Score 44
-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 Events
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 Left Brain Wealth Management

CB Rank
1798276
Left Brain Wealth Management provides strategic wealth planning, financial advice as well as support and training.
Founded
obfuscation
Private Naperville, Illinois, United States1-10 www.leftbrainwm.com/
Financial Services
Service Industry
Wealth Management

Details

Legal Name Left Brain Wealth Management, LLC
Operating Status Active
Company Type For Profit
Phone Number +1-630-517-9300
Contact Email annmarien@leftbrainwm.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Customized Financial Planning and Investment Strategy
Provides tailored financial plans and investment strategies to meet individual client goals and adapt to changing market conditions.
Tax-Efficient Financial Management
Offers strategies to manage clients' financial affairs with a focus on minimizing tax liabilities and optimizing tax efficiency.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • 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 Contacts 9
News
Technology
View Tech Report

IT Spend

$108.1KThis year, Left Brain Wealth Management is projected to spend $108.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Business Insider Logo
Business Insider
100
Contract Negotiations Logo
Contract Negotiations
83
Cultivate Logo
Cultivate
81

Actively Used Products

20Left Brain Wealth Management uses 20 technology products and services including HTML5, Lightbox, and  jQuery, according to G2 Stack.

Active Website Tech Count

4Left Brain Wealth Management is actively using 4 technologies for its website, according to BuiltWith. These include Google Tag Manager, Apache, and  Vimeo.
Sub-Organizations
Frequently Asked Questions

Where is Left Brain Wealth Management's headquarters? Left Brain Wealth Management is located in Naperville, Illinois, United States.Who are Left Brain Wealth Management's competitors? Alternatives and possible competitors to Left Brain Wealth Management may include Cerity Partners, Creative Planning, and  Facet.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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