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Socratic Better Wealth
Finance · North Carolina, United States · 11-50 Employees
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Overview
Headquarters
1121 Situs Ct Ste 300, Raleigh, North Ca...Phone Number
(919) 948-6211Website
www.socraticbetterwealth.comRevenue
$5.1 MillionIndustry
About Socratic Better Wealth
Socratic Better Wealth is a holistic financial advisory firm that emphasizes transparency, accountability, friendliness, and knowledge in its services. The firm offers a range of financial services including retirement planning, investment management, estate planning, tax strategies, and charitable giving. Their target clients are individuals seeking comprehensive financial guidance and support for their financial well-being. Socratic Better Wealth is committed to acting in the best interest of its clients while fostering strong relationships and community support.Explore more
Socratic Better Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Socratic Better Wealth
$5.1M
11-50
Private
-
2012
Brandy RandallChief Operating Officer & Business Development Specialist & Manager, Client Services
Socratic Better Wealth Tech Stack
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Socratic Better Wealth is a holistic financial advisory firm that emphasizes transparency, accountability, friendliness, and knowledge in its services. The firm offers a range of financial services including retirement planning, investment management, estate planning, tax strategies, and charitable giving. Their target clients are individuals seeki... Read More
