Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
The Converse Team Logo
The Converse Team CB Rank
1399476
Heat Score
56
The Converse Team is a financial advisory and wealth management company.
Founded
obfuscation
Private Wichita, Kansas, United States1-10 www.theconverseteam.com
Advice
Financial Services
Wealth Management
Overview

The Converse Team
Heat Score
56

Growth Score
pts
in past quarter
Heat Score 56
-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
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About The Converse Team

CB Rank
1399476
The Converse Team is a financial advisory and wealth management company.
Founded
obfuscation
Private Wichita, Kansas, United States1-10 www.theconverseteam.com
Advice
Financial Services
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number 1 (316) 315-0617
Contact Email Converseteam@raymondjames.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Personal Financial Planning
Provides tailored financial guidance and planning services to individuals, including tax planning, retirement accounts, investment management, and estate planning.
Business Financial Advisory Services
Assists businesses with financial planning, including benefit package design, tax planning, and investment strategies tailored to business needs.

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
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 2
News

News and Press

News•Jan 29, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$54.4KThis year, The Converse Team is projected to spend $54.4K on IT, according to Aberdeen.

Active Website Tech Count

11The Converse Team is actively using 11 technologies for its website, according to BuiltWith. These include DNSSEC, U.S. Server Location, and  Google Cloud.
Sub-Organizations
Frequently Asked Questions

Where is The Converse Team's headquarters? The Converse Team is located in Wichita, Kansas, United States.Who are The Converse Team's competitors? Alternatives and possible competitors to The Converse Team may include HighTower Advisors, Cresset, and  Facet.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(5eb04bf 1)
|