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Stephanie Dannebaum Consulting Logo
Stephanie Dannebaum Consulting CB Rank
433701
Heat Score
65
Stephanie Dannebaum Consulting provides consulting services for financial advisors and financial planners.
Founded
obfuscation
Private Pleasant Hill, California, United States1-10 stephaniedannebaum.com
Consulting
CRM
Finance
Financial Services
Software
Overview

Stephanie Dannebaum Consulting
Heat Score
65

Growth Score
pts
in past quarter
Heat Score 65
-4 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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About Stephanie Dannebaum Consulting

CB Rank
433701
Stephanie Dannebaum Consulting provides consulting services for financial advisors and financial planners.
Founded
obfuscation
Private Pleasant Hill, California, United States1-10 stephaniedannebaum.com
Consulting
CRM
Finance
Financial Services
Software

Key People

Details

Legal Name Stephanie Dannebaum LLC
Operating Status Active
Company Type For Profit
Founders  Stephanie Dannebaum
Phone Number 1 925-322-0174
Contact Email stephanie@stephaniedannebaum.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

CRM Optimization Track
A service for current Redtail or Wealthbox CRM users to streamline systems, standardize workflows, and improve operational efficiency.
CRM Foundations Track
A step-by-step implementation service for new or migrating users of Redtail or Wealthbox CRM to set up and build their CRM system.

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 1-10 Employee Profiles 1 Contacts 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$182.8KThis year, Stephanie Dannebaum Consulting is projected to spend $182.8K on IT, according to Aberdeen.

Active Website Tech Count

3Stephanie Dannebaum Consulting is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 10m, and  JotForm.
Sub-Organizations
Frequently Asked Questions

Where is Stephanie Dannebaum Consulting's headquarters? Stephanie Dannebaum Consulting is located in Pleasant Hill, California, United States.Who are Stephanie Dannebaum Consulting's competitors? Alternatives and possible competitors to Stephanie Dannebaum Consulting may include Wealthbox, MarshBerry, and  GReminders.
Who We Are
What We Do
Helpful Links
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