Shepherd Wealth & Retirement
We service business owners and successful families by guiding them on how to continue to grow and keep their wealth.
4 employees · est. 1986 · Tucson, United States
Shepherd Wealth & Retirement is the older company (2019 vs 1986); SWN is the larger of the two.
Side-by-Side Comparison
| Metric | SWN | Shepherd Wealth & Retirement |
|---|---|---|
| Founded | ||
| Founded | 2019 | 1986 older |
| Headquarters | ||
| Headquarters | Washington, United States | Tucson, United States |
| Employees | ||
| Employees | 31 larger | 4 |
| Industry | ||
| Industry | Financial Services | Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Seed | Not tracked yet |
| Total Funding | ||
| Total Funding | $250.00K | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 1 | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Alternative Data Platform, Hedge Funds, Award Winning, Investment Platform, Startup, Founder Institute, Media Exposure, Forbes Featured, Business Valuation, Financial Instruments, Market Performance, Investor Relations | Investment Advisory, Financial Planning, Retirement Planning, Investment Management, Registered Investment Advisor, Financial Advice, Individuals, Trusts, Estates, Business Entities, Fee-based Services, Wealth Preservation |
| Website | ||
| Website | swn.finance | shepherdwealth.com |
About SWN
GZI is a leading company in the financial services industry, offering an award-winning alternative data platform. Founded in 2020, GZI has already achieved significant success, outperforming some of the top hedge funds in the world. The company has garnered attention from both investors and the medi...
About Shepherd Wealth & Retirement
Shepherd Wealth & Retirement is a financial services firm that has been providing wealth management and retirement planning services since 1986. They cater to business owners and successful families, offering guidance on growing and preserving their wealth. The company operates as a fee-based Regist...
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