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Wallace Hart Logo
Wallace Hart CB Rank
1262044
Heat Score
58
Wallace Hart provides investment management, estate planning, cash flow analysis, risk management, taxation & retirement planning services.
Founded
obfuscation
Private Lexington, Kentucky, United States1-10 wallacehart.com/
Advice
Financial Services
Retirement
Risk Management
Overview

Wallace Hart
Heat Score
58

Growth Score
pts
in past quarter
Heat Score 58
-7 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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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Wallace Hart

CB Rank
1262044
Wallace Hart provides investment management, estate planning, cash flow analysis, risk management, taxation & retirement planning services.
Founded
obfuscation
Private Lexington, Kentucky, United States1-10 wallacehart.com/
Advice
Financial Services
Retirement
Risk Management

Details

Legal Name Wallace Hart LLC
Operating Status Active
Company Type For Profit
Phone Number +1-859-300-3030
Contact Email contact@wallacehart.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
Service to create personalized financial plans for individuals, business owners, and retirees to secure their financial future.
Investment Management
Service to develop tailored investment plans aimed at achieving clients' financial goals through market opportunities and long-term returns.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 3
News
Technology
View Tech Report

IT Spend

$68.1KThis year, Wallace Hart is projected to spend $68.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Corporate gifting Logo
Corporate gifting
67
BEEF Logo
BEEF
65

Active Website Tech Count

31Wallace Hart is actively using 31 technologies for its website, according to BuiltWith. These include Apple Mobile Web Clips Icon, Euro, and  Google Tag Manager.

Total IP

1Wallace Hart has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Wallace Hart's headquarters? Wallace Hart is located in Lexington, Kentucky, United States.Who are Wallace Hart's competitors? Alternatives and possible competitors to Wallace Hart may include CAPTRUST, Raymond James, and  Benjamin F. Edwards & Co..
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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