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RGT Wealth Advisors

ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 HighHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Medium growthGrowth score — momentum trend across web traffic, headcount and other growth signals.
Dallas, Texas, United States Founded 1985 101-250 employees For Profit

RGT Wealth Advisors is a financial services company offering investment planning and financial planning services.

RGT Wealth Advisors was acquired by CI Financial in 2020.
Total Funding
Available in Pro
Last Funding
Available in Pro
Acquisitions
1
Monthly Visits
Available in Pro
Contacts
58

Company Details

Funding & Financials

Pro
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

Pro
Monthly visits
Global traffic rank
6-mo avg visits
Visit duration (s)
Pages / visit
Bounce rate
Rank change (mo)

Technology & IP

Active technologies
18
Mobile apps
1
Active products
10
IT spend
$2M

Company Info

Founded
1985
Employees
101-250
Operating status
Active
Company type
For Profit
Org types
company
Founders
1
HQ
Dallas, Texas, United States
Region
Dallas/Fort Worth Metroplex, Southern US
Exit date
Nov 24, 2020

Signals & Scores

Heat score
High
Growth score
Medium
Trend (7d)
-0.1
Trend (30d)
-0.4
Trend (90d)
5.4

Acquisitions by RGT Wealth Advisors

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Key People at RGT Wealth Advisors

Founder&Managing Director
58
professional contacts at RGT Wealth Advisors
Contact execs at RGT Wealth Advisors

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RGT Wealth Advisors - Company Profile, Full Acquisitions List, Funding and Investments