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OneTeam Financial Logo
OneTeam Financial Growth Score
89
CB Rank
276574
Heat Score
64
OneTeam Financial is a financial planning firm that offers life insurance, wealth management, medicare, and retirement planning services.
Acquired by
Prosperity Capital Advisors Logo
Prosperity Capital Advisors
Founded
obfuscation
Private Cranford, New Jersey, United States11-50 oneteamfinancial.com/
Consulting
Financial Services
Life Insurance
Retirement
Wealth Management
Overview

OneTeam Financial
Growth Score
89
Heat Score
64

Growth Score89
1 pts
in past quarter
Heat Score 64
29 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 OneTeam Financial

CB Rank
276574
OneTeam Financial is a financial planning firm that offers life insurance, wealth management, medicare, and retirement planning services.
Acquired by
Prosperity Capital Advisors Logo
Prosperity Capital Advisors
Founded
obfuscation
Private Cranford, New Jersey, United States11-50 oneteamfinancial.com/
Consulting
Financial Services
Life Insurance
Retirement
Wealth Management

Key People

Details

Sub-Organization of 
Prosperity Capital Advisors Logo
Prosperity Capital Advisors
Legal Name OneTeam Financial LLC
Operating Status Active
Company Type For Profit
About the Company
OneTeam Financial is a financial planning firm that offers life insurance, wealth management, medicare, and retirement planning services.
Phone Number +1 844-451-8326
Contact Email facebook@oneteamfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
Offers personalized financial plans by analyzing current financial situations and understanding short- and long-term goals.
Insurance and Risk Management
Assesses insurance needs to uncover potential liabilities and develop a risk management strategy.

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  • Preview private company insights and predictions
Financials

M&A Details

OneTeam Financial was acquired by Prosperity Capital Advisors on
obfuscation
.
Transaction Name 
OneTeam Financial acquired by Prosperity Capital Advisors Logo
OneTeam Financial acquired by Prosperity Capital Advisors
Acquired by 
Prosperity Capital Advisors Logo
Prosperity Capital Advisors
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1

Employee Profiles

News

News and Press

News•May 2, 2026
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News•May 1, 2026
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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

225

IT Spend

$250.9KThis year, OneTeam Financial is projected to spend $250.9K on IT, according to Aberdeen.

Active Website Tech Count

24OneTeam Financial is actively using 24 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is OneTeam Financial's headquarters? OneTeam Financial is located in Cranford, New Jersey, United States.Who are OneTeam Financial's competitors? Alternatives and possible competitors to OneTeam Financial may include Prudential Financial, Thrivent, and  LPL Financial.
Who We Are
What We Do
Helpful Links
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