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Copperleaf Capital, LLC logo — company profile

Copperleaf Capital, LLC

Founded 1987 United States Raleigh, United States 6 employees Finance, Wealth Management

General Information

Company Name Copperleaf Capital, LLC
Founded Year 1987
Location United States Raleigh, United States +1
Employees 6
Industries Finance, Wealth Management
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About Copperleaf Capital, LLC

From day one, and for over 35 years, we’ve invested in making a positive impact on families through strategic wealth management and financial planning. We began as a family office - organizing the wealth management needs of a single family. While our companies story has continuously evolved, the core principles and driving mission has remained the same - to help our clients fulfill their lifelong dreams through effective wealth management and sound financial planning. Investment advisory services offered through Copperleaf Capital, LLC, a Registered Investment Adviser.

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Copperleaf Capital, LLC Alternatives & Competitors

Copperleaf Capital, LLC vs
The Welch Group
The Welch Group United States

Enriching the lives of others - our clients, our colleagues, and the community we serve.

35 employees
Financial Services, Wealth Management
Copperleaf Capital, LLC vs
R.L. Brown Wealth Management
R.L. Brown Wealth Management United States

Helping change lives through unique financial planning

2 employees
Finance, Insurance
Copperleaf Capital, LLC vs
Capital Planning LLC
Capital Planning LLC United States

For over 30 years, Capital Planning has assisted corporate executives, business owners, entrepreneur...

23 employees
Financial Services, Wealth Management

FAQ About Copperleaf Capital, LLC

From day one, and for over 35 years, we’ve invested in making a positive impact on families through strategic wealth management and financial planning. We began as a family office - organizing the wealth management needs of a single family. While our companies story has continuously evolved, the cor...
Copperleaf Capital, LLC was founded in 1987.
Copperleaf Capital, LLC is headquartered in Raleigh, United States.
Copperleaf Capital, LLC operates in the following industries: Finance, Wealth Management.
Copperleaf Capital, LLC has approximately 6 employees.
Top alternatives and competitors to Copperleaf Capital, LLC include The Welch Group, R.L. Brown Wealth Management, Capital Planning LLC, Canvas Wealth Advisors, Magma Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Copperleaf Capital, LLC and The Welch Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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