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One Financial Services Logo
One Financial Services CB Rank
1409340
Heat Score
24
One Financial Services is a wealth management firm that offers financial strategies and advice.
Founded
obfuscation
Private Allentown, Pennsylvania, United States11-50 www.onefinancialservices.com
Advice
Financial Services
Retirement
Wealth Management
Overview

One Financial Services
Heat Score
24

Growth Score
pts
in past quarter
Heat Score 24
-8 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 One Financial Services

CB Rank
1409340
One Financial Services is a wealth management firm that offers financial strategies and advice.
Founded
obfuscation
Private Allentown, Pennsylvania, United States11-50 www.onefinancialservices.com
Advice
Financial Services
Retirement
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number 1 610-437-3500
Contact Email info@onefinancialservices.com
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Awards

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 11-50 Contacts 15
News

News and Press

News•Aug 4, 2025
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News•Oct 2, 2024
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News•Jul 26, 2023
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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

194
-38.22%
 in past month

IT Spend

$455KThis year, One Financial Services is projected to spend $455K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Monthly Active Users (MAU) Logo
Monthly Active Users (MAU)
81
Sony (SNE) Logo
Sony (SNE)
68
Amazon (AMZN) Logo
Amazon (AMZN)
68

Actively Used Products

16One Financial Services uses 16 technology products and services including HTML5, Google Drive, and  Google Fonts, according to G2 Stack.

Active Website Tech Count

20One Financial Services is actively using 20 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is One Financial Services's headquarters? One Financial Services is located in Allentown, Pennsylvania, United States.Who are One Financial Services's competitors? Alternatives and possible competitors to One Financial Services may include EP Wealth Advisors, HighTower Advisors, and  Creative Planning.
Who We Are
What We Do
Helpful Links
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