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Credent Wealth Management logo

Credent Wealth Management

Recent Finacing

Equity

Recent Raise

Undisclosed

Credent Wealth Management operates a turnkey asset management platform (CAS) providing shared‑services and integrated operational support to independent financial advisors, and pursues growth via acquisitions.

Founded 2000
Indiana, United States
51-100
Private
credentwealth.com

Highlights

Focus Areas

Consulting
Finance
Financial Services
Retirement

Recent Investors

Crestline Investors logo

Financials

1

Funding round

1

Investor


Team

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See the team members at Credent Wealth Management.