Centrix Wealth Partners
Our principal belief is that everything begins with a well-designed financial plan.
6 employees · Houston, United States
SPC Financial, Inc.
Human-Centric Wealth Management™ - providing simple solutions to complex financial problems, on a human level.
19 employees · est. 1970 · Rockville, United States
SPC Financial, Inc. is the larger of the two.
Side-by-Side Comparison
| Metric | Centrix Wealth Partners | SPC Financial, Inc. |
|---|---|---|
| Founded | ||
| Founded | Not tracked yet | 1970 |
| Headquarters | ||
| Headquarters | Houston, United States | Rockville, United States |
| Employees | ||
| Employees | 6 | 19 larger |
| Industry | ||
| Industry | Financial Services, Wealth Management | Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Financial Planning, Investment Advisory, Retirement Planning, Securities, Investment Mentor, Legacy Planning, Financial Guidance, Estate Planning, Raymond James Financial Services, Financial Advisor, Tax Regulations | Wealth Management, Financial Planning, Tax-Integrated, Investment Advisory, White Glove Service, Retirement Planning, Asset Allocation, Portfolio Management, Estate Tax Planning, College Planning, Succession Planning, Business Planning |
| Website | ||
| Website | centrixwp.com | spcfinancial.com |
About Centrix Wealth Partners
Centrix Wealth Partners is a financial services and wealth management startup based in the United States. The company's core belief revolves around the significance of a well-designed financial plan. They emphasize meticulous attention to detail and addressing any overlooked gaps in the financial pl...
About SPC Financial, Inc.
SPC Financial is an established financial services and wealth management company that prides itself on a Human-Centric Wealth Management™ approach. Since its founding in 1977, the company has focused on providing simple solutions to complex financial problems, on a human level. With a specialized, m...
We will tell you when either one moves
BounceWatch watches Centrix Wealth Partners and SPC Financial, Inc. for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Centrix Wealth Partner... and SPC Financial, Inc. — by email.
Frequently Asked Questions
Compare Centrix Wealth Partners with someone else
Start typing a company name or domain.
Related Comparisons
Compiled from the BounceWatch company index. We last looked at Centrix Wealth Partners on 13 Sep 2024, and SPC Financial, Inc. on 14 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.