About Dashboard Wealth Advisors
Dashboard Wealth Advisors was founded in 2013 in Oak Brook, United States, by Scott Schuster, who serves as managing partner. Financial services are offered, including tax planning, wealth management, and investment consulting. Operations focus on advisory support for clients in the wealth sector. The firm is based in the United States, with emphasis placed on personalized financial strategies and consulting. Core activities encompass planning and management tailored to individual needs.
- Headquarter Oak Brook, United States
- Founders Scott Schuster
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Sectors
Financial Services
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Creative Planning, Llc
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Acquired by
Creative Planning
(Nov 30, 2021)
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Funding Insights of Dashboard Wealth Advisors
Detailed funding history for Dashboard Wealth Advisors
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Investors in Dashboard Wealth Advisors
Dashboard Wealth Advisors has secured backing from 1 investor. Prominent investors backing the company include Creative Planning.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Provider of wealth management services
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Locked | Locked | Locked |
Investor details for Dashboard Wealth Advisors
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Investments & Acquisitions by Dashboard Wealth Advisors
Investment portfolio details for Dashboard Wealth Advisors
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Financial Statements - Dashboard Wealth Advisors
Detailed financials for Dashboard Wealth Advisors
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Dashboard Wealth Advisors Comparisons
Peer comparison for Dashboard Wealth Advisors
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Competitors of Dashboard Wealth Advisors
Detailed competitors of Dashboard Wealth Advisors
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Latest news on Dashboard Wealth Advisors
Complete news archive for Dashboard Wealth Advisors
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Frequently Asked Questions about Dashboard Wealth Advisors
Dashboard Wealth Advisors was founded in 2013.
Dashboard Wealth Advisors is headquartered in Oak Brook, United States. It is registered at Oak Brook, Illinois, United States.
Dashboard Wealth Advisors was founded in 2013 in Oak Brook, United States, by Scott Schuster, who serves as managing partner. Financial services are offered, including tax planning, wealth management, and investment consulting. Operations focus on advisory support for clients in the wealth sector. The firm is based in the United States, with emphasis placed on personalized financial strategies and consulting. Core activities encompass planning and management tailored to individual needs.
Dashboard Wealth Advisors has 1 investor. Key investors include Creative Planning.