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Wheeler Financial Logo
Wheeler Financial CB Rank
3598819
Heat Score
8
Wheeler Financial is a financial services company that offers financial planning and consulting services.
Founded
obfuscation
Private Wilmington, Delaware, United States1-10 wheelerfinancial-llc.com
Consulting
Financial Services
Management Consulting
Overview

Wheeler Financial
Heat Score
8

Growth Score
pts
in past quarter
Heat Score 8
-21 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 Wheeler Financial

CB Rank
3598819
Wheeler Financial is a financial services company that offers financial planning and consulting services.
Founded
obfuscation
Private Wilmington, Delaware, United States1-10 wheelerfinancial-llc.com
Consulting
Financial Services
Management Consulting

Key People

Details

Legal Name Wheeler Financial LLC.
Operating Status Active
Company Type For Profit
Phone Number +1 302 543 5585
Contact Email jay.wheeler@raymondjames.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Calculators
A suite of online calculators designed to assist with retirement, estate, investment, tax, and money management planning.
Financial Planning Services
Comprehensive financial planning services to help clients manage their financial goals and risks.

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 Employee Profiles 1 Contacts 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$69.8KThis year, Wheeler Financial is projected to spend $69.8K on IT, according to Aberdeen.

Active Website Tech Count

8Wheeler Financial is actively using 8 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  SPF.

Total IP

3Wheeler Financial has registered 3 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Wheeler Financial's headquarters? Wheeler Financial is located in Wilmington, Delaware, United States.Who are Wheeler Financial's competitors? Alternatives and possible competitors to Wheeler Financial may include Comprehensive Advisor, HTA Financial Services, and  Flavin & Associates.
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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