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Shepherd Financial Logo
Shepherd Financial Growth Score
81
CB Rank
571629
Heat Score
49
Shepherd Financial is an advisory company that provides investment strategies, retirement plan consulting, and wealth management services.
Founded
obfuscation
Private Carmel, Indiana, United States11-50 www.shepherdfin.com/
Advice
Finance
Wealth Management
Overview

Shepherd Financial
Growth Score
81
Heat Score
49

Growth Score81
-8 pts
in past quarter
Heat Score 49
-27 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 Shepherd Financial

CB Rank
571629
Shepherd Financial is an advisory company that provides investment strategies, retirement plan consulting, and wealth management services.
Founded
obfuscation
Private Carmel, Indiana, United States11-50 www.shepherdfin.com/
Advice
Finance
Wealth Management

Key People

  • Photo of Drew Denny
    Drew Denny: Founding Partner and Retirement Plan Business Leader & Partner

Details

Legal Name Shepherd Financial, LLC
Operating Status Active
Company Type For Profit
Founders  Drew Denny
Phone Number +1.317.975.5033
Contact Email shepfinteam@shepherdfin.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Plan Consulting
Provides advisory services to businesses for designing, managing, and optimizing employee retirement plans.
Wealth Management Services
Delivers personalized financial planning and investment management to individuals and families to help manage and grow their assets.

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 1 Contacts 41

Employee Profiles

  • Photo of Drew Denny
    Drew Denny Founding Partner and Retirement Plan Business Leader & Partner
News

News and Press

News•Mar 2, 2026
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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

561
-31%
 in past month

IT Spend

$208.2KThis year, Shepherd Financial is projected to spend $208.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
—
77
—
76
Nvidia Corporation Logo
Nvidia Corporation
69

Active Website Tech Count

24Shepherd Financial is actively using 24 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  Apple Mobile Web Clips Icon.
Sub-Organizations
Frequently Asked Questions

Where is Shepherd Financial's headquarters? Shepherd Financial is located in Carmel, Indiana, United States.Who are Shepherd Financial's competitors? Alternatives and possible competitors to Shepherd Financial may include EP Wealth Advisors, Creative Planning, and  OneDigital.
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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