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Saxon Financial Services Logo
Saxon Financial Services CB Rank
2970428
Heat Score
20
Saxon Financial Services offers financial planning, wealth management, employee benefits, medicare and retirement planning services.
Acquired by
Assured Partners Logo
Assured Partners
Founded
obfuscation
Private Cincinnati, Ohio, United States11-50 gosaxon.com/
Financial Services
Insurance
Retirement
Wealth Management
Overview

Saxon Financial Services
Heat Score
20

Growth Score
pts
in past quarter
Heat Score 20
-12 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 >
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About Saxon Financial Services

CB Rank
2970428
Saxon Financial Services offers financial planning, wealth management, employee benefits, medicare and retirement planning services.
Acquired by
Assured Partners Logo
Assured Partners
Founded
obfuscation
Private Cincinnati, Ohio, United States11-50 gosaxon.com/
Financial Services
Insurance
Retirement
Wealth Management

Details

Operating Status Closed
Company Type For Profit
About the Company
Saxon Financial Services offers financial planning, wealth management, employee benefits, medicare and retirement planning services.
Phone Number +1 513-573-0129
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Compliance Action Plan (CAP)
A service that assesses, informs, and manages compliance requirements for financial agents and businesses to ensure adherence to regulations.
Consumer-Driven Health Plans (CDHP)
Health insurance plans with high deductibles paired with Health Savings or Reimbursement Accounts to cover routine medical expenses.

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Financials

M&A Details

Saxon Financial Services was acquired by Assured Partners on
obfuscation
.
Transaction Name 
Saxon Financial Services acquired by Assured Partners Logo
Saxon Financial Services acquired by Assured Partners
Acquired by 
Assured Partners Logo
Assured Partners
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 23
News
Technology
View Tech Report

Interest Signals

TopicSurge Score
iPhone Logo
iPhone
86

Actively Used Products

18Saxon Financial Services uses 18 technology products and services including HTML5, Vimeo, and  GoDaddy Premium DNS, according to G2 Stack.

Active Website Tech Count

15Saxon Financial Services is actively using 15 technologies for its website, according to BuiltWith. These include HSTS, SPF, and  U.S. Server Location.
Sub-Organizations
Frequently Asked Questions

Where is Saxon Financial Services's headquarters? Saxon Financial Services is located in Cincinnati, Ohio, United States.Who are Saxon Financial Services's competitors? Alternatives and possible competitors to Saxon Financial Services may include Voya Investment Management, ERP Retirement, and  Compensation Systems.
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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