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Schmidt Financial Group Logo
Schmidt Financial Group Growth Score
77
CB Rank
316793
Heat Score
53
Schmidt Financial Group offers accounting, wealth management, tax planning, investment, and financial advisory services.
Founded
obfuscation
Private Kirkland, Washington, United States1-10 schmidtadvantage.com/
Accounting
Financial Services
Wealth Management
Overview

Schmidt Financial Group
Growth Score
77
Heat Score
53

Growth Score77
-10 pts
in past quarter
Heat Score 53
-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 >
See more interactive data and historical milestones on desktop for the best experience

About Schmidt Financial Group

CB Rank
316793
Schmidt Financial Group offers accounting, wealth management, tax planning, investment, and financial advisory services.
Founded
obfuscation
Private Kirkland, Washington, United States1-10 schmidtadvantage.com/
Accounting
Financial Services
Wealth Management

Key People

Details

Legal Name Schmidt Financial Group, Inc
Operating Status Active
Company Type For Profit
Founders  Glenda Schmidt
Phone Number +1 425-893-9195
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Accounting Services
Provides bookkeeping, financial statement preparation, and general accounting support to individuals and businesses.
Wealth Management
Offers strategies and management of clients' investment portfolios and financial assets to meet long-term financial goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 7

Employee Profiles

News

News and Press

News•Feb 12, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$8.8MThis year, Schmidt Financial Group is projected to spend $8.8M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
User Profile Management Logo
User Profile Management
71
Enterprise Browser Logo
Enterprise Browser
71
Blacklist Logo
Blacklist
71

Active Website Tech Count

14Schmidt Financial Group is actively using 14 technologies for its website, according to BuiltWith. These include SPF, SSL by Default, and  U.S. Server Location.
Sub-Organizations
Frequently Asked Questions

Where is Schmidt Financial Group's headquarters? Schmidt Financial Group is located in Kirkland, Washington, United States.Who are Schmidt Financial Group's competitors? Alternatives and possible competitors to Schmidt Financial Group may include FMR LLC, Ameriprise Financial, and  Edward Jones.
Who We Are
What We Do
Helpful Links
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