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Sage Mountain Logo
Sage Mountain CB Rank
471483
Heat Score
58
Sage Mountain is a wealth management firm that provides investment management and business advisory services.
Founded
obfuscation
Private Atlanta, Georgia, United States11-50 sagemountainadvisors.com
Advice
Management Consulting
Wealth Management
Overview

Sage Mountain
Heat Score
58

Growth Score
pts
in past quarter
Heat Score 58
13 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 Sage Mountain

CB Rank
471483
Sage Mountain is a wealth management firm that provides investment management and business advisory services.
Founded
obfuscation
Private Atlanta, Georgia, United States11-50 sagemountainadvisors.com
Advice
Management Consulting
Wealth Management

Key People

Details

Legal Name Sage Mountain Wealth Advisors, LLC
Operating Status Active
Company Type For Profit
Founders  Scott M. Neu, Tony Cox
Phone Number +1 404 795 8361
Contact Email info@sage-mtn.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
Services include portfolio analysis, asset allocation, risk assessment, private investment evaluation, performance reporting, portfolio rebalancing, tax loss harvesting, and ongoing monitoring of investment managers.
Trust and Estate Planning
Review and advice on estate and trust documents, tax minimization strategies, charitable planning, and coordination with external advisors.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • 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 Employee Profiles 2 Contacts 22

Employee Profiles

News

News and Press

News•Oct 13, 2025
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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

515
-26.95%
 in past month

IT Spend

$81.8KThis year, Sage Mountain is projected to spend $81.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
iPhone Logo
iPhone
90
Business Communications Logo
Business Communications
82
Instagram Logo
Instagram
81

Active Website Tech Count

8Sage Mountain is actively using 8 technologies for its website, according to BuiltWith. These include CommonCrawl Top 5m, Person Schema, and  Gravatar Profiles.
Sub-Organizations
Frequently Asked Questions

Where is Sage Mountain's headquarters? Sage Mountain is located in Atlanta, Georgia, United States.Who are Sage Mountain's competitors? Alternatives and possible competitors to Sage Mountain may include Cresset, Bessemer Trust, and  Aspiriant.
Who We Are
What We Do
Helpful Links
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