About EdgeRock
EdgeRock is a company. It operates as a B2C and B2B. EdgeRock offers products and services including EdgeRock Summit Plan and Investment Advisory. EdgeRock operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Edgerock Wealth Management, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of EdgeRock
EdgeRock offers a comprehensive portfolio of products and services, including EdgeRock Summit Plan and Investment Advisory.
Comprehensive strategy for income, healthcare, and legacy planning.
Active management to minimize market risks and optimize savings.
Funding Insights of EdgeRock
Detailed funding history for EdgeRock
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Investments & Acquisitions by EdgeRock
Investment portfolio details for EdgeRock
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Financial Statements - EdgeRock
Detailed financials for EdgeRock
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Edgerock Comparisons
Peer comparison for EdgeRock
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Competitors of EdgeRock
EdgeRock operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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M&A advisory, capital markets, and wealth management services are offered.
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Provider of wealth management services
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Detailed competitors of EdgeRock
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Latest news on Edgerock
Complete news archive for EdgeRock
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Frequently Asked Questions about EdgeRock
EdgeRock Wealth Management is a financial services firm based in Denver, Colorado, serving clients across more than 20 states. They specialize in creating personalized retirement plans that minimize tax exposure, protect against market volatility, and maximize savings through investment strategies. Their services include legacy planning, healthcare needs assessment, and Social Security optimization to ensure secure income and fulfilling retirements for individuals and families.
EdgeRock's top competitors include Focus Financial Partners, Alera Group and Raymond James.
EdgeRock offers EdgeRock Summit Plan and Investment Advisory.