The Sum
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
4526 Research Forest Dr Ste 240, The Woo...Phone Number
(281) 940-4859Website
www.thesumplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About The Sum
The Sum is a wealth management firm based in The Woodlands, TX, dedicated to providing a simple and accountable approach to financial planning. They serve clients in The Woodlands, Spring, Kingwood, and Cypress, focusing on comprehensive financial planning that prioritizes the best interests of their clients. The firm emphasizes the importance of a personalized financial plan and believes in using academic rigor to solve financial problems. Their core belief is that holistic financial planning, rather than just investments, leads to long-term success for families.Explore more
The Sum Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
The Sum
<$5M
1-10
Private
-
2018
MB
Michael BardPartner, Director of Financial Planning and Financial Planner
Company Profile Activity
Activity Insights
The Sum is experiencing very low activity levels compared to other companies in the Finance sector.
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The Sum is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Sum.
The Sum Tech Stack
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The Sum is a wealth management firm based in The Woodlands, TX, dedicated to providing a simple and accountable approach to financial planning. They serve clients in The Woodlands, Spring, Kingwood, and Cypress, focusing on comprehensive financial planning that prioritizes the best interests of their clients. The firm emphasizes the importance of a... Read More
