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MBR Financial Logo
MBR Financial CB Rank
1410135
Heat Score
45
MBR Financial is a financial firm that offers financial planning, investment management, risk mitigation, and advisory services.
Founded
obfuscation
Private Houston, Texas, United States1-10 www.mbrfinancial.com/
Advice
Financial Services
Retirement
Risk Management
Wealth Management
Overview

MBR Financial
Heat Score
45

Growth Score
pts
in past quarter
Heat Score 45
-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
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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 MBR Financial

CB Rank
1410135
MBR Financial is a financial firm that offers financial planning, investment management, risk mitigation, and advisory services.
Founded
obfuscation
Private Houston, Texas, United States1-10 www.mbrfinancial.com/
Advice
Financial Services
Retirement
Risk Management
Wealth Management

Key People

Details

Legal Name MBR Financial Inc
Also Known As Margolis Brady Raghavan Financial
Operating Status Active
Company Type For Profit
Phone Number +1 832-667-8787
Contact Email contactus@mbrfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that helps clients analyze their financial situation and make informed decisions to support lifestyle changes and goals.
Investment Management
A service to establish and manage investment strategies balancing income, growth, and risk aligned with clients' lifestyle goals.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 9

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

510
920%
 in past month

IT Spend

$205.1KThis year, MBR Financial is projected to spend $205.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Smart Devices Logo
Smart Devices
100
Emerging Technologies Logo
Emerging Technologies
100
Bluetooth Logo
Bluetooth
97

Active Website Tech Count

8MBR Financial is actively using 8 technologies for its website, according to BuiltWith. These include Common Crawl, Euro, and  CommonCrawl Top 10m.
Sub-Organizations
Frequently Asked Questions

Where is MBR Financial's headquarters? MBR Financial is located in Houston, Texas, United States.Who are MBR Financial's competitors? Alternatives and possible competitors to MBR Financial may include SoFi, Fidelity, and  Charles Schwab.
Who We Are
What We Do
Helpful Links
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