Affluent Capital Management
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
4832 Cooper Rd Pmb 332, Cincinnati, Ohio...Phone Number
(513) 544-4032Website
www.affluentcm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Affluent Capital Management
Affluent Capital Management specializes in comprehensive wealth management services, focusing on retirement, estate planning, investment, insurance, and tax strategies. They aim to empower clients to achieve their financial goals with confidence and simplicity, acting as accountability partners throughout the process. The firm addresses the unique needs of investors who may find traditional financial advice lacking, ensuring that their strategies are understandable and reliable. Their target clients include individuals seeking personalized financial planning to navigate life's uncertainties and enhance their lifestyle.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Affluent Capital Manageme...
<$5M
1-10
Private
-
2020
N/A
Company Profile Activity
Activity Insights
Affluent Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Affluent Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Affluent Capital Management.
Affluent Capital Management Tech Stack
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Affluent Capital Management specializes in comprehensive wealth management services, focusing on retirement, estate planning, investment, insurance, and tax strategies. They aim to empower clients to achieve their financial goals with confidence and simplicity, acting as accountability partners throughout the process. The firm addresses the unique... Read More
