Prudeo Partners - Crunchbase Company Profile & Funding

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Overview

Prudeo Partners

Growth Score

79

Heat Score

27

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

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

See more interactive data and historical milestones on desktop for the best experience

About Prudeo Partners

CB Rank

1027574

Prudeo Partners is a wealth management firm that specializes in personalized financial planning and investment management.

Acquired by

Perigon Wealth Management

Private

West Columbia, South Carolina, United States

Asset Management

Financial Services

Personal Finance

Wealth Management

Details

Sub-Organization of

Perigon Wealth Management

Legal Name

Prudeo Partners, LLC

Operating Status

Active

Company Type

For Profit

About the Company

Prudeo Partners is a wealth management firm that specializes in personalized financial planning and investment management. It offers a range of services that include financial planning, retirement and estate planning, asset management, and insurance planning, all tailored to help clients achieve their financial goals.

Phone Number

8037396311

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Asset Management

Management of client investment portfolios to align with financial goals, using a mix of active and passive strategies.

Financial Planning

Development and regular updating of personalized financial plans to guide clients toward their financial goals.

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Financials

M&A Details

Prudeo Partners

was acquired by

Perigon Wealth Management

for

obfuscation

on

obfuscation

.

Transaction Name

Prudeo Partners acquired by Perigon Wealth Management

Acquired by

Perigon Wealth Management

Announced Date

obfuscation

Price

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

Contacts

News

Technology

View Tech Report

IT Spend

$278.9K

This year,

Prudeo Partners

is projected to spend

on IT, according to Aberdeen.

Active Website Tech Count

20

Prudeo Partners

is actively using

20

technologies for its website, according to BuiltWith. These include

,

IPhone / Mobile Compatible

, and

.

Lists Featuring This Company

Lists Featuring This Company

Financial Services Acquired Companies With Fewer Than 10 Employees

1,207 Number of Organizations • $3.3B Total Funding Amount • 715 Number of Investors

Companies That Exited in 2024 (Top 10K)

9,913 Number of Organizations • $308.7B Total Funding Amount • 15,148 Number of Investors

Financial Services Acquired Companies With Fewer Than 1000 Employees

6,130 Number of Organizations • $130.1B Total Funding Amount • 7,522 Number of Investors

Private South Carolina Companies (Top 10K)

9,748 Number of Organizations • $10.8B Total Funding Amount • 1,182 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Prudeo Partners

's headquarters?

Prudeo Partners

is located in

West Columbia, South Carolina, United States

.

Who are

Prudeo Partners

's competitors? Alternatives and possible competitors to

Prudeo Partners

may include

Eastgate Capital Advisors

,

ClearView Financial Advisors

, and

.