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XO Wealth Management

ClosedOperating 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).
Dallas, Texas, United States Founded 2015 1-10 employees For Profit

XO Wealth Management offers risk management, financial and investment planning services to individuals, family and organizations.

XO Wealth Management was acquired by Wealth Enhancement Group in 2025.
Total Funding
Available in Pro
Last Funding
Available in Pro
Acquisitions
0
Monthly Visits
Available in Pro
Contacts
7

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
10
IT spend
$9M

Company Info

Founded
2015
Employees
1-10
Operating status
Closed
Company type
For Profit
Org types
company
News articles
3
HQ
Dallas, Texas, United States
Region
Dallas/Fort Worth Metroplex, Southern US
Exit date
Mar 28, 2025

Signals & Scores

Heat score
Low
Trend (7d)
-0.2
Trend (30d)
-1
Trend (90d)
-1.1
7
professional contacts at XO Wealth Management
Contact execs at XO Wealth Management

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XO Wealth Management - Company Profile, Full Acquisitions List, Funding and Investments