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Southern Wealth Management
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. Dallas, Texas, United States Founded 2005 51-100 employees For Profit
Southern Wealth Management provides financial planning services.
Southern Wealth Management was acquired by CAPTRUST in 2023.
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
1
Monthly Visits
Available in Pro Contacts
40
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
- 20
Company Info
- Founded
- 2005
- Employees
- 51-100
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- News articles
- 1
- HQ
- Dallas, Texas, United States
- Region
- Dallas/Fort Worth Metroplex, Southern US
- Exit date
- Jul 12, 2023
Signals & Scores
- Heat score
- Low
- Growth score
- Low
- Trend (7d)
- 0
- Trend (30d)
- -0.5
- Trend (90d)
- -0.5
Acquisitions by Southern Wealth Management
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40
professional contacts at Southern Wealth Management
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