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Stepp & Rothwell Logo
Stepp & Rothwell CB Rank
783042
Heat Score
57
Stepp & Rothwells is a financial planning and investment advisory firm.
Founded
obfuscation
Private Overland Park, Kansas, United States11-50 steppandrothwell.com/
Advice
Finance
Financial Services
Overview

Stepp & Rothwell
Heat Score
57

Growth Score
pts
in past quarter
Heat Score 57
-6 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
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About Stepp & Rothwell

CB Rank
783042
Stepp & Rothwells is a financial planning and investment advisory firm.
Founded
obfuscation
Private Overland Park, Kansas, United States11-50 steppandrothwell.com/
Advice
Finance
Financial Services

Details

Operating Status Active
Company Type For Profit
Phone Number 1-913-345-4800
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that evaluates a client's entire financial situation to develop tailored financial strategies and plans.
Investment Advisory Services
Ongoing advice and management of investment portfolios provided on a fee-only basis without commission-based product sales.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 21
News

News and Press

News•Dec 31, 2024
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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

105
-91.9%
 in past month

IT Spend

$264.8KThis year, Stepp & Rothwell is projected to spend $264.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Leadership Training Logo
Leadership Training
90
Compliance Training Logo
Compliance Training
86
Mistral AI Logo
Mistral AI
86

Active Website Tech Count

3Stepp & Rothwell is actively using 3 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m, SPF, and  Visual Composer Ultimate Addons.

Total IP

1Stepp & Rothwell has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Stepp & Rothwell's headquarters? Stepp & Rothwell is located in Overland Park, Kansas, United States.Who are Stepp & Rothwell's competitors? Alternatives and possible competitors to Stepp & Rothwell may include Betterment, Charles Schwab, and  Facet.
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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