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Stiles Financial Services Logo
Stiles Financial Services Growth Score
88
CB Rank
295779
Heat Score
72
Stiles Financial Services specializes in portfolio management, estate, retirement planning, wealth management and advisory services.
Founded
obfuscation
Private Minneapolis, Minnesota, United States1-10 www.stilesfinancial.com/
Advice
Financial Services
Retirement
Risk Management
Wealth Management
Overview

Stiles Financial Services
Growth Score
88
Heat Score
72

Growth Score88
1 pts
in past quarter
Heat Score 72
1 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 Events
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 Stiles Financial Services

CB Rank
295779
Stiles Financial Services specializes in portfolio management, estate, retirement planning, wealth management and advisory services.
Founded
obfuscation
Private Minneapolis, Minnesota, United States1-10 www.stilesfinancial.com/
Advice
Financial Services
Retirement
Risk Management
Wealth Management

Key People

Details

Legal Name Stiles Financial Services, Inc
Also Known As SFSI
Operating Status Active
Company Type For Profit
Founders  Susan Stiles
Phone Number +1 952-988-0452
Contact Email info@stilesfinancial.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Private Wealth Management
Provides personalized wealth planning and portfolio management tailored to individual client goals and risk profiles.
Corporate Plan Consulting
Delivers independent, fee-based consulting for corporate retirement plans, focusing on fiduciary oversight, compliance, and participant outcomes.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 15

Employee Profiles

News

News and Press

News•Aug 23, 2022
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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

126

IT Spend

$77KThis year, Stiles Financial Services is projected to spend $77K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Nvidia Corporation Logo
Nvidia Corporation
90
iPhone Logo
iPhone
83
Google Maps Logo
Google Maps
82

Active Website Tech Count

34Stiles Financial Services is actively using 34 technologies for its website, according to BuiltWith. These include Google Font API, Apple Mobile Web Clips Icon, and  Content Delivery Network.
Sub-Organizations
Frequently Asked Questions

Where is Stiles Financial Services's headquarters? Stiles Financial Services is located in Minneapolis, Minnesota, United States.Who are Stiles Financial Services's competitors? Alternatives and possible competitors to Stiles Financial Services may include Creative Planning, Mariner Wealth Advisors, and  EP Wealth Advisors.
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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