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Sunstone Wealth Strategies Logo
Sunstone Wealth Strategies CB Rank
1559377
Heat Score
57
Sunstone Wealth Strategies provides asset management, succession planning, mutual funds, variable annuities and risk management services.
Private Needham, Massachusetts, United States1-10 www.barryzimmerman.net
Asset Management
Financial Services
Risk Management
Wealth Management
Overview

Sunstone Wealth Strategies
Heat Score
57

Growth Score
pts
in past quarter
Heat Score 57
-15 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 Sunstone Wealth Strategies

CB Rank
1559377
Sunstone Wealth Strategies provides asset management, succession planning, mutual funds, variable annuities and risk management services.
Private Needham, Massachusetts, United States1-10 www.barryzimmerman.net
Asset Management
Financial Services
Risk Management
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number +1-781-449-4402
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Asset Management
Service managing clients' investment portfolios to meet financial goals through diversified asset allocation and ongoing portfolio monitoring.
Succession Planning
Service assisting clients in preparing for the transfer of wealth and business ownership to the next generation or designated beneficiaries.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News
Technology
View Tech Report

IT Spend

$211.6KThis year, Sunstone Wealth Strategies is projected to spend $211.6K on IT, according to Aberdeen.

Actively Used Products

12Sunstone Wealth Strategies uses 12 technology products and services including HTML5, Google Analytics, and  Modernizr, according to G2 Stack.

Active Website Tech Count

6Sunstone Wealth Strategies is actively using 6 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m, Google Maps, and  Google Maps API.
Sub-Organizations
Frequently Asked Questions

Where is Sunstone Wealth Strategies's headquarters? Sunstone Wealth Strategies is located in Needham, Massachusetts, United States.Who are Sunstone Wealth Strategies's competitors? Alternatives and possible competitors to Sunstone Wealth Strategies may include Fidelity, Charles Schwab, and  Ameriprise Financial.
Who We Are
What We Do
Helpful Links
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