Orgel Wealth Management - Crunchbase Company Profile & Funding

Overview

Orgel Wealth Management

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

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About Orgel Wealth Management

CB Rank

847870

Orgel Wealth Management is an investment and financial advisory service provider company.

Founded

obfuscation

Private

Altoona, Wisconsin, United States

11-50

www.orgelwealth.com/

Advice

Finance

Financial Services

Wealth Management

Key People

Mark Orgel: Founder

Details

Legal Name

Orgel Wealth Management, LLC

Operating Status

Active

Company Type

For Profit

Founders

Mark Orgel

Phone Number

715-835-6525

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Fiduciary Advisory Services

Provides investment advice and financial planning while acting in the client's best interest under fiduciary standards.

Investment Management Services

Manages client investment portfolios with a disciplined approach to asset allocation and risk mitigation.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

11-50

Employee Profiles

Contacts

Employee Profiles

Mark Orgel Founder

News

Technology

View Tech Report

Monthly Web Visits

414

780.85%

in past month

IT Spend

$522.5K

This year,

Orgel Wealth Management

is projected to spend

$522.5K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Email Management Software	95
Trend.io	89
Mobile Internet	88

Active Website Tech Count

Orgel Wealth Management

is actively using

technologies for its website, according to BuiltWith. These include

IPhone / Mobile Compatible

Viewport Meta

, and

SSL by Default

Total IP

Orgel Wealth Management

has registered

trademarks with the most popular class being '

Insurance; financial affairs

', according to IPqwery.

Lists Featuring This Company

Private Wisconsin Companies (Top 10K)

9,385 Number of Organizations • $13.6B Total Funding Amount • 1,986 Number of Investors

Wisconsin Finance Companies

588 Number of Organizations • $348M Total Funding Amount • 30 Number of Investors

Wisconsin Companies With Less Than $1B in Revenue (Top 10K)

9,907 Number of Organizations • $11.4B Total Funding Amount • 1,589 Number of Investors

Advice Companies (Top 10K)

9,941 Number of Organizations • $61.7B Total Funding Amount • 1,886 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Orgel Wealth Management

's headquarters?

Orgel Wealth Management

is located in

Altoona, Wisconsin, United States

Who are

Orgel Wealth Management

's competitors? Alternatives and possible competitors to

Orgel Wealth Management

may include

Cerity Partners

MAI Capital Management

, and

EP Wealth Advisors