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Duncan & Haley
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals. Seattle, Washington, United States 1-10 employees For Profit
Duncan & Haley is an independent financial firm that provides estate planning, tax strategies, legal advice, and asset management services.
Duncan & Haley on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
Duncan & Haley was acquired by Creative Planning in 2026.
Last Funding
Acquisitions
0
Monthly Visits
Contacts
0
About Duncan & Haley
Funding & Financials
- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 9
- IT spend
- $95.31K
Company Info
- Employees
- 1-10
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- News articles
- 7
- HQ
- Seattle, Washington, United States
- Region
- Greater Seattle Area, West Coast, Western US
- Exit date
- Mar 12, 2026
Signals & Scores
- Heat score
- Low
- Growth score
- Low
- Trend (7d)
- -0.2
- Trend (30d)
- 3.8
- Trend (90d)
- -2.5
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