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Toucan Financial, Inc. Logo
Toucan Financial, Inc. CB Rank
1146144
Heat Score
61
Toucan is an independant, impartial and full-service financial advisor & multi-family office.
Founded
obfuscation
Private Charlotte, North Carolina, United States1-10 www.toucan.fi
Financial Services
Overview

Toucan Financial, Inc.
Heat Score
61

Growth Score
pts
in past quarter
Heat Score 61
-2 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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See more interactive data and historical milestones on desktop for the best experience

About Toucan Financial, Inc.

CB Rank
1146144
Toucan is an independant, impartial and full-service financial advisor & multi-family office.
Founded
obfuscation
Private Charlotte, North Carolina, United States1-10 www.toucan.fi
Financial Services

Details

Legal Name Toucan Financial, Inc.
Also Known As Toucan
Operating Status Active
Company Type For Profit
Founders  Ian Rahilly, CFA, CFP®
Phone Number (980) 999-2625
Contact Email hello@toucan.fi
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Services
Provides impartial and independent financial planning advice to clients based on a fixed annual fee structure.
Multi-Family Office Services
Delivers comprehensive wealth management and advisory services to multiple families under a single office structure.

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

IT Spend

$200KThis year, Toucan Financial, Inc. is projected to spend $200K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Google (GOOG) Logo
Google (GOOG)
65

Active Website Tech Count

3Toucan Financial, Inc. is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, PHP, and  CommonCrawl Top 200m.
Sub-Organizations
Frequently Asked Questions

Where is Toucan Financial, Inc.'s headquarters? Toucan Financial, Inc. is located in Charlotte, North Carolina, United States.Who are Toucan Financial, Inc.'s competitors? Alternatives and possible competitors to Toucan Financial, Inc. may include Stonehage Fleming Family & Partners, Cresset, and  Rockefeller Capital Management.
Who We Are
What We Do
Helpful Links
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