Next Phase Financial - Crunchbase Company Profile & Funding

Overview

Next Phase Financial

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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

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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About Next Phase Financial

CB Rank

816255

Next Phase Financial is a financial services company that provides life insurance and funding services.

Founded

obfuscation

Private

Charlotte, North Carolina, United States

1-10

www.nextphasefinancial.com

Finance

Funding Platform

Life Insurance

Retirement

Key People

Rodger Dawson: Co-owner

Details

Legal Name

Next Phase Financial LLC.

Operating Status

Active

Company Type

For Profit

Founders

Rodger Dawson

About the Company

Next Phase Financial is finding the products their clients need. Their insurance and proven retirement products and services protect and manage their clients. Their services include annuities, retirement planning, and long-term care services.

Phone Number

+1 704 542 0447

Contact Email

info@nextphasefinancial.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Life Insurance

Provides financial protection to beneficiaries upon the insured's death, helping to cover expenses and provide income replacement.

Annuities

Financial products that provide a stream of income payments, often used for retirement income planning.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

1-10

Employee Profiles

Contacts

Employee Profiles

Rodger Dawson Co-owner

News

Technology

View Tech Report

IT Spend

$165.6K

This year,

Next Phase Financial

is projected to spend

$165.6K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Human-AI Collaboration	84
Reddit	69
Patch	65

Actively Used Products

Next Phase Financial

uses

technology products and services including

HTML5

Vimeo

, and

Adobe Fonts

, according to G2 Stack.

Active Website Tech Count

Next Phase Financial

is actively using

technologies for its website, according to BuiltWith. These include

Common Crawl

Euro

, and

CommonCrawl Top 100m

Lists Featuring This Company

Charlotte Companies With More Than $1M in Revenue

4,237 Number of Organizations • $38.9B Total Funding Amount • 600 Number of Investors

Funding Platform Companies With Fewer Than 50 Employees

3,819 Number of Organizations • $7.9B Total Funding Amount • 1,018 Number of Investors

Charlotte Companies With Fewer Than 100 Employees

5,623 Number of Organizations • $5.5B Total Funding Amount • 692 Number of Investors

East Coast Life Insurance Companies

4,129 Number of Organizations • $21.2B Total Funding Amount • 196 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Next Phase Financial

's headquarters?

Next Phase Financial

is located in

Charlotte, North Carolina, United States

Who are

Next Phase Financial

's competitors? Alternatives and possible competitors to

may include

, and