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Strategent Financial Logo
Strategent Financial CB Rank
1155667
Heat Score
61
Strategent Financial renders financial planning, investment management, estate planning, insurance, risk, and wealth management services.
Founded
obfuscation
Private Harrisonburg, Virginia, United States1-10 www.strategentfinancial.com
Financial Services
Insurance
Risk Management
Wealth Management
Overview

Strategent Financial
Heat Score
61

Growth Score
pts
in past quarter
Heat Score 61
-5 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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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Strategent Financial

CB Rank
1155667
Strategent Financial renders financial planning, investment management, estate planning, insurance, risk, and wealth management services.
Founded
obfuscation
Private Harrisonburg, Virginia, United States1-10 www.strategentfinancial.com
Financial Services
Insurance
Risk Management
Wealth Management

Key People

Details

Legal Name Strategent Financial, LLC
Operating Status Active
Company Type For Profit
Founders  Dale S Lam
Phone Number +1-540-437-1222
Contact Email info@strategentfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
A service providing comprehensive financial strategies tailored to individual client goals, including investment planning, tax efficiency, risk management, and estate planning.
Investment Advisory Services
Independent, fee-only advisory service offering access to a broad range of investment solutions without brokerage conflicts.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • 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 6

Employee Profiles

News
Technology
View Tech Report

IT Spend

$64.7KThis year, Strategent Financial is projected to spend $64.7K on IT, according to Aberdeen.

Active Website Tech Count

24Strategent Financial is actively using 24 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.

Total IP

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

Where is Strategent Financial's headquarters? Strategent Financial is located in Harrisonburg, Virginia, United States.Who are Strategent Financial's competitors? Alternatives and possible competitors to Strategent Financial may include HighTower Advisors, Wealth Enhancement Group, and  CAPTRUST.
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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