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Marks Group Wealth Management Logo
Marks Group Wealth Management CB Rank
794259
Heat Score
48
Marks Group Wealth Management is a Registered Investment Advisor.
Founded
obfuscation
Private Minnetonka, Minnesota, United States11-50 marksgroup.com
Finance
Financial Services
Overview

Marks Group Wealth Management
Heat Score
48

Growth Score
pts
in past quarter
Heat Score 48
0 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 Marks Group Wealth Management

CB Rank
794259
Marks Group Wealth Management is a Registered Investment Advisor.
Founded
obfuscation
Private Minnetonka, Minnesota, United States11-50 marksgroup.com
Finance
Financial Services

Details

Operating Status Active
Company Type For Profit
Phone Number 952 582 6100
Contact Email info@marksgroup.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that involves creating and continuously updating personalized financial plans based on clients' unique needs, economic conditions, and market changes.
Investment Management
Active management of client portfolios using six diverse, fully liquid investment strategies based on disciplined, research-driven decision-making.

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 11-50 Contacts 20
News

News and Press

News•May 30, 2026
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News•Oct 18, 2025
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News•Mar 20, 2025
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News•Mar 15, 2025
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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

325

IT Spend

$522.1KThis year, Marks Group Wealth Management is projected to spend $522.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Middle Market Business Logo
Middle Market Business
90
Account Aggregation Logo
Account Aggregation
87
Business Credit Cards Logo
Business Credit Cards
86

Actively Used Products

13Marks Group Wealth Management uses 13 technology products and services including HTML5, Lightbox, and  Google Fonts, according to G2 Stack.

Active Website Tech Count

45Marks Group Wealth Management is actively using 45 technologies for its website, according to BuiltWith. These include Viewport Meta, LetsEncrypt, and  Google Font API.
Sub-Organizations
Frequently Asked Questions

Where is Marks Group Wealth Management's headquarters? Marks Group Wealth Management is located in Minnetonka, Minnesota, United States.Who are Marks Group Wealth Management's competitors? Alternatives and possible competitors to Marks Group Wealth Management may include Fidelity, Creative Planning, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
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