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Sundial Logo
Sundial Growth Score
75
CB Rank
431323
Heat Score
74
Sundial is an investment management company that provides asset protection, risk management, insurance, and tax planning services.
Founded
obfuscation
Private Delray Beach, Florida, United States51-100 www.sundial.io
Accounting
Asset Management
Financial Services
Risk Management
Overview

Sundial
Growth Score
75
Heat Score
74

Growth Score75
-6 pts
in past quarter
Heat Score 74
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
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 Sundial

CB Rank
431323
Sundial is an investment management company that provides asset protection, risk management, insurance, and tax planning services.
Founded
obfuscation
Private Delray Beach, Florida, United States51-100 www.sundial.io
Accounting
Asset Management
Financial Services
Risk Management

Details

Legal Name Sundial
Operating Status Active
Company Type For Profit
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
Custom portfolios designed to preserve and grow wealth for entrepreneurial families.
Private Deal Flow
Access to exclusive, off-market private investment opportunities curated for member families.

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

Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1
Market Intelligence
People
View Profiles & Contacts
Headcount 51-100 Contacts 5
News
Technology
View Tech Report

Monthly Web Visits

638
275.29%
 in past month

Interest Signals

TopicSurge Score
Daily Deals Logo
Daily Deals
78

Active Website Tech Count

15Sundial is actively using 15 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Sundial's headquarters? Sundial is located in Delray Beach, Florida, United States.Who are Sundial's competitors? Alternatives and possible competitors to Sundial may include HighTower Advisors, Cresset, and  Canoe.
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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