AssetBuilder
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
1255 W 15th St Ste 1000, Plano, Texas, 7...Phone Number
(972) 535-4040Website
www.assetbuilder.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
2
2
1
1
1
1
About AssetBuilder
AssetBuilder is a team of fee-only, fiduciary financial advisors providing a disciplined, lower-cost, and wiser approach to investing. They offer personalized services including portfolio management, tax optimization, financial planning, and retirement planning to help clients secure their financial futures. Their investment strategies are grounded in Nobel-Prize-winning research, ensuring a reality-tested philosophy. AssetBuilder caters to individuals seeking professional guidance to build wealth, save for education, or plan for retirement.Explore more
AssetBuilder Org Chart
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Company Profile Activity
Activity Insights
AssetBuilder is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
AssetBuilder is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about AssetBuilder.
AssetBuilder financials insights
Gather financial insights about AssetBuilder, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
AssetBuilder Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
AssetBuilder is planning to move offices in December 2025. The move will impact approximately 10 employees at the existing office located at 1255 W 15Th St, Suite #1000, Plano, TX.
Facilities Relocation/Expansion
Left Company
Executive Move
Michael French, Executive Vice President, has left the organization and now serves as the Senior VP, Investments at 49 Financial.
Funding
AssetBuilder has received an SBA PPP loan for $150,000 from Prosperity Bank, supporting the retention of 14 jobs.
Funding
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Frequently Asked Questions Regarding AssetBuilder
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AssetBuilder is a team of fee-only, fiduciary financial advisors providing a disciplined, lower-cost, and wiser approach to investing. They offer personalized services including portfolio management, tax optimization, financial planning, and retirement planning to help clients secure their financial futures. Their investment strategies are grounded... Read More
