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Personal Financial Group Logo
Personal Financial Group CB Rank
760853
Heat Score
63
Personal Financial Group is a wealth management advisory firm that provides family wealth planning and investment guardian services.
Founded
obfuscation
Private Overland Park, Kansas, United States11-50 www.personalfinancialgroup.com
Advice
Financial Services
Wealth Management
Overview

Personal Financial Group
Heat Score
63

Growth Score
pts
in past quarter
Heat Score 63
11 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
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About Personal Financial Group

CB Rank
760853
Personal Financial Group is a wealth management advisory firm that provides family wealth planning and investment guardian services.
Founded
obfuscation
Private Overland Park, Kansas, United States11-50 www.personalfinancialgroup.com
Advice
Financial Services
Wealth Management

Details

Legal Name Personal Financial Group, Inc.
Operating Status Active
Company Type For Profit
Phone Number +1 913 451 7526
Contact Email info@personalfinancialgroup.com
Predictions & Insights

Products & Services

Investment Guardian Services
Provides objective investment recommendations without proprietary products or conflicts of interest to help clients make informed financial decisions.
Financial Independence Planning
Assists clients in planning for retirement and financial independence by creating personalized strategies that align with their life goals and financial circumstances.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 7
News
Technology
View Tech Report

Monthly Web Visits

183
185.94%
 in past month

IT Spend

$279.9KThis year, Personal Financial Group is projected to spend $279.9K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Connected Customer Logo
Connected Customer
84
Recognition and Rewards Platform Logo
Recognition and Rewards Platform
82
Discounted Cash Flow (DCF) Logo
Discounted Cash Flow (DCF)
82

Active Website Tech Count

6Personal Financial Group is actively using 6 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.

Total IP

2Personal Financial Group has registered 2 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Personal Financial Group's headquarters? Personal Financial Group is located in Overland Park, Kansas, United States.Who are Personal Financial Group's competitors? Alternatives and possible competitors to Personal Financial Group may include HighTower Advisors, Cresset, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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