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The Sum Logo
The Sum CB Rank
1741850
Heat Score
56
The Sum is a financial services firm that provides wealth management, financial planning, and advice services.
Founded
obfuscation
Private The Woodlands, Texas, United States1-10 www.thesumplanning.com/
Advice
Consulting
Financial Services
Wealth Management
Overview

The Sum
Heat Score
56

Growth Score
pts
in past quarter
Heat Score 56
-11 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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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About The Sum

CB Rank
1741850
The Sum is a financial services firm that provides wealth management, financial planning, and advice services.
Founded
obfuscation
Private The Woodlands, Texas, United States1-10 www.thesumplanning.com/
Advice
Consulting
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Michael Rahn
Phone Number +1 281-940-4859
Contact Email info@TheSumPlanning.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that provides holistic financial planning covering retirement, income, investment, tax, estate, insurance, and risk management to help clients meet their financial goals.
Investment Management
An add-on service to financial planning that manages clients' investment portfolios for individuals and families, charged via a flat fee per account.

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  • 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

Monthly Web Visits

442
45.87%
 in past month

IT Spend

$85.3KThis year, The Sum is projected to spend $85.3K on IT, according to Aberdeen.

Active Website Tech Count

36The Sum is actively using 36 technologies for its website, according to BuiltWith. These include SPF, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is The Sum's headquarters? The Sum is located in The Woodlands, Texas, United States.Who are The Sum's competitors? Alternatives and possible competitors to The Sum may include Betterment, Ellevest, and  Charles Schwab.
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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