Strata Wealth Advisors - Crunchbase Company Profile & Funding

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Overview

Strata Wealth Advisors

Growth Score

84

Heat Score

51

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

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

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 Strata Wealth Advisors

CB Rank

968965

Strata Wealth Advisors is a financial firm that offers business planning and investment management services for individuals and businesses.

Founded

obfuscation

Private

Dallas, Texas, United States

www.stratawealth.com/

Financial Services

Venture Capital

Details

Operating Status

Active

Company Type

For Profit

Phone Number

+1-214-420-7020

Contact Email

info@stratawealth.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Strata Wealth 360 Planning Process®

A comprehensive financial planning process that identifies coordination gaps and aligns financial goals with actionable strategies.

Investment Management

Management of investment portfolios aligned with client goals, emphasizing asset allocation, tax efficiency, and risk management.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

Contacts

News

News and Press

News•

Aug 31, 2025

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

IT Spend

$271.8K

This year,

Strata Wealth Advisors

is projected to spend

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
VivaTech	89
Row-Based Cooling	81
MRI Infrastucture	78

Active Website Tech Count

24

Strata Wealth Advisors

is actively using

24

technologies for its website, according to BuiltWith. These include

,

IPhone / Mobile Compatible

, and

Apple Mobile Web Clips Icon

.

Total IP

4

Strata Wealth Advisors

has registered

trademarks with the most popular class being '

Insurance; financial affairs

', according to IPqwery.

Lists Featuring This Company

Lists Featuring This Company

Dallas/Fort Worth Metroplex Companies With Fewer Than 10 Employees (Top 10K)

9,640 Number of Organizations • $6.4B Total Funding Amount • 996 Number of Investors

Dallas/Fort Worth Metroplex Companies With Less Than $10M in Revenue (Top 10K)

9,881 Number of Organizations • $25B Total Funding Amount • 2,031 Number of Investors

Dallas/Fort Worth Metroplex Consulting Companies

6,368 Number of Organizations • $15.4B Total Funding Amount • 122 Number of Investors

Dallas Companies With Less Than $1B in Revenue (Top 10K)

9,938 Number of Organizations • $43.6B Total Funding Amount • 1,640 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Strata Wealth Advisors

's headquarters?

Strata Wealth Advisors

is located in

Dallas, Texas, United States

.

Who are

Strata Wealth Advisors

's competitors? Alternatives and possible competitors to

Strata Wealth Advisors

may include

HighTower Advisors

,

, and

Creative Planning

.