Credent Wealth Management - About the company
Credent Wealth Management is a funded company based in Auburn (United States), founded in 2018 by David Hefty. It operates as a Provider of asset management and financial & retirement planning services. Credent Wealth Management has raised an undisclosed amount in funding. The company has 2813 active competitors, including 210 funded and 178 that have exited. Its top competitors include companies like Nutmeg, Dezerv and Nuvama.
Company Details
- Website
- credentwealth.com
- Social
- Email ID
- *****@credentwealth.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
2018
Location
Auburn, United States
Stage
Funding Raised
Latest Funding Round
Investors
Ranked
195th among 2813 active competitors
Employee Count
119 as on Apr 30, 2026
Investment & Acquisitions
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Credent Wealth Management's funding and investors
Credent Wealth Management has raised funding over 1 round. Its latest funding round was a Conventional Debt round on Jul 23, 2024 for $*****. 1 investor participated in its latest round. Credent Wealth Management has 1 institutional investor.
Here is the list of recent funding rounds of Credent Wealth Management:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Jul 23, 2024 | 7277745 | Conventional Debt | 9113913 | 7419309 | 1319903 | 4933211 |
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Credent Wealth Management's founders and board of directors
Founder? Claim ProfileThe founders of Credent Wealth Management is David Hefty.
Here are the details of Credent Wealth Management's key team members:
- David Hefty: Co-Founder & CEO of Credent Wealth Management. Contact Info: 1 email address
View details of Credent Wealth Management's Founder profiles and Board Members
Credent Wealth Management's employee count trend
Credent Wealth Management has 119 employees as of Apr 26. Here is Credent Wealth Management's employee count trend over the years:
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Credent Wealth Management's Competitors and alternates
Top competitors of Credent Wealth Management include Nutmeg, Dezerv and Nuvama. Here is the list of Top 10 competitors of Credent Wealth Management, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Nutmeg 2011, London (United Kingdom), Acquired | Personal finance planning and management platform | $180M | 78/100 | |
2nd | Wealth management platform offering financial planning and advisory service | $100M | 77/100 | ||
3rd | Diversified of wealth & asset management services | - | - | 72/100 | |
4th |  Farther 2019, New York City (United States), Series C | App-based financial planning and management platform for individuals | $118M | 69/100 | |
5th |  Pontera 2012, New York City (United States), Series C | Tax management solutions for businesses | $160M | 68/100 | |
6th | Ascensus 1980, Dresher (United States), Acquired | Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments | - | 67/100 | |
7th | Origin 2019, San Francisco (United States), Series B | Financial planning solutions for employees | $68M | 66/100 | |
8th | A J Bell 1995, Manchester (United Kingdom), Public | Financial advisory and retirement planning service provider | $32M | 65/100 | |
9th | Provider of wealth management and investment solutions for experienced investors | $153M | 63/100 | ||
10th |  Compound 2019, San Francisco (United States), Series B | Wealth and financial management platform | $37.1M | 62/100 | |
195th | Credent Wealth Management 2018, Auburn (United States), Funding Raised | Provider of asset management and financial & retirement planning services | - | 37/100 |
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Credent Wealth Management's Investments and acquisitions
Credent Wealth Management has acquired Clarify Wealth Management. Credent Wealth Management has not made any investments as of now.Reports related to Credent Wealth Management
Here is the latest report on Credent Wealth Management's sector:
News related to Credent Wealth Management
Filter this listMedia has covered Credent Wealth Management for a total of 10 events in the last 1 year, 8 of them have been about company updates.
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Steven Madden, Ltd. $SHOO Shares Acquired by CX InstitutionalMarketBeat•Jan 07, 2026•Credent Wealth Management, Steven Madden, Interface
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CX Institutional Makes New Investment in Bandwidth Inc. $BANDMarketBeat•Sep 28, 2025•Credent Wealth Management, Bandwidth
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CX Institutional Raises Position in Broadcom Inc. $AVGOMarketBeat•Sep 22, 2025•Credent Wealth Management, Broadcom
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Visa Inc. $V Shares Acquired by Ferguson Wellman Capital Management Inc.MarketBeat•Sep 19, 2025•Ferguson Wellman Capital Management, Visa, Exchange Traded Concepts, Kfgwealth and 2 others
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O'Reilly Automotive, Inc. $ORLY Shares Acquired by Atlas Brown Inc.MarketBeat•Sep 16, 2025•Atlas Brown, O'Reilly Auto Parts, Rivers Edge Advisors, Sumitomo Mitsui DS Asset Management and 6 others
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Credent Wealth Management acquires Michigan firmInside INdiana Business•Jul 10, 2025•Credent Wealth Management,
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