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SilverLeaf Wealth Management Logo
SilverLeaf Wealth Management Growth Score
49
CB Rank
92372
Heat Score
61
SilverLeaf Wealth Management offers wealth management, financial management, insurance and tax planning services.
Founded
obfuscation
PrivateDebt Financing Omaha, Nebraska, United States11-50 silverleafwealth.com
Financial Services
Insurance
Wealth Management
Overview

SilverLeaf Wealth Management
Total Funding
obfuscation
Growth Score
49
Heat Score
61

Total Funding
obfuscation
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Debt Financing raised
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Growth Score49
-6 pts
in past quarter
Heat Score 61
-8 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 SilverLeaf Wealth Management

CB Rank
92372
SilverLeaf Wealth Management offers wealth management, financial management, insurance and tax planning services.
Founded
obfuscation
PrivateDebt Financing Omaha, Nebraska, United States11-50 silverleafwealth.com
Financial Services
Insurance
Wealth Management

Funding Rounds

Debt Financing
OBF
in
obfuscation

Details

Operating Status Active
Company Type For Profit
Phone Number (402) 934-7200
Contact Email info@silverleafwealth.com
Predictions & Insights

Growth Insight

See this Growth Insight
SilverLeaf Wealth Management is
Lorem
 to be growing
Top Contributing Factors
Recently Raised Funding

Products & Services

Financial Management
Service that creates strategies to manage wealth, minimize tax impact, and control financial goals.
Investments
Portfolio management service that builds investment portfolios based on independent and objective advice.

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  • Preview private company insights and predictions
Financials

Company Funding

Total Funding Amount 
obfuscation
Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Debt Financing - SilverLeaf Wealth Management Logo
Debt Financing - SilverLeaf Wealth Management
1
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Turning Rock PartnersDebt Financing
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Debt Financing - SilverLeaf Wealth Management Logo
Debt Financing - SilverLeaf Wealth Management
1
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Turning Rock PartnersDebt Financing
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Debt Financing - SilverLeaf Wealth Management Logo
Debt Financing - SilverLeaf Wealth Management
1
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Turning Rock PartnersDebt Financing
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Debt Financing - SilverLeaf Wealth Management Logo
Debt Financing - SilverLeaf Wealth Management
1
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Turning Rock PartnersDebt Financing
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Debt Financing - SilverLeaf Wealth Management Logo
Debt Financing - SilverLeaf Wealth Management
1
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Turning Rock PartnersDebt Financing

Funding Rounds

Total Funding Amount 
obfuscation
Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Debt Financing - SilverLeaf Wealth Management Logo
Debt Financing - SilverLeaf Wealth Management
1
obfuscation
Turning Rock PartnersDebt Financing
obfuscation
Debt Financing - SilverLeaf Wealth Management Logo
Debt Financing - SilverLeaf Wealth Management
1
obfuscation
Turning Rock PartnersDebt Financing
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Debt Financing - SilverLeaf Wealth Management Logo
Debt Financing - SilverLeaf Wealth Management
1
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Turning Rock PartnersDebt Financing
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Debt Financing - SilverLeaf Wealth Management Logo
Debt Financing - SilverLeaf Wealth Management
1
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Turning Rock PartnersDebt Financing
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Debt Financing - SilverLeaf Wealth Management Logo
Debt Financing - SilverLeaf Wealth Management
1
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Turning Rock PartnersDebt Financing

Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 13
News

News and Press

News•May 8, 2025
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News•Mar 18, 2025
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News•Mar 13, 2025
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News•Mar 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

221
-51.32%
 in past month

IT Spend

$72.8KThis year, SilverLeaf Wealth Management is projected to spend $72.8K on IT, according to Aberdeen.

Active Website Tech Count

20SilverLeaf Wealth Management is actively using 20 technologies for its website, according to BuiltWith. These include HSTS, Google Tag Manager, and  Google Font API.
Sub-Organizations
Frequently Asked Questions

Where is SilverLeaf Wealth Management's headquarters? SilverLeaf Wealth Management is located in Omaha, Nebraska, United States.Who invested in SilverLeaf Wealth Management? SilverLeaf Wealth Management is funded by Turning Rock Partners.When was the last funding round for SilverLeaf Wealth Management? SilverLeaf Wealth Management closed its last funding round on
obfuscation
from a Debt Financing round.Who are SilverLeaf Wealth Management's competitors? Alternatives and possible competitors to SilverLeaf Wealth Management may include HighTower Advisors, Creative Planning, and  Cresset.How much funding has SilverLeaf Wealth Management raised to date? SilverLeaf Wealth Management has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
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