Insights

Strong Market Presence Credent Wealth Management boasts a robust revenue range of 100M to 250M and has successfully acquired 12 RIAs over the past six years, indicating a growing market share and an active M&A strategy that can present future partnership or acquisition opportunities.

Investments Focus Recent strategic investments in ETFs such as Fidelity MSCI, nVent Electric, and iShares MSCI New Zealand ETF suggest a strong appetite for diversified asset classes, opening avenues for asset management collaborations or tailored investment solutions.

Recognition and Credibility Being recognized by Forbes as one of the top RIA firms enhances Credent's credibility, making it an attractive partner for high-net-worth clients and institutional investors seeking reputable financial advisory services.

Technology Utilization Use of modern tech tools like Moat, Google Tag Manager, and CookieYes indicates a data-driven, compliant, and digital-first approach, providing a platform for emerging FinTech collaborations or digital advisory solutions.

Expansion Opportunities The recent launch of Credent Advisor Solutions and significant debt financing of over 50M reflect expansion and innovation efforts, positioning the company for scalable growth segments and opportunities for strategic partnerships in technology and asset management.

Credent Wealth Management Tech Stack

Credent Wealth Management uses 8 technology products and services including Moat, Section.io, CookieYes, and more. Explore Credent Wealth Management's tech stack below.

  • Moat
    Analytics
  • Section.io
    Content Delivery Network
  • CookieYes
    Cookie Compliance
  • FancyBox
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • Magnific Popup
    Web Tools And Plugins
  • AddThis
    Widgets

Credent Wealth Management's Email Address Formats

Credent Wealth Management uses at least 1 format(s):
Credent Wealth Management Email FormatsExamplePercentage
First.Last@credentwealth.comJohn.Doe@credentwealth.com
45%
FLast@credentwealth.comJDoe@credentwealth.com
5%
First.Last@credentwealth.comJohn.Doe@credentwealth.com
45%
FLast@credentwealth.comJDoe@credentwealth.com
5%

Frequently Asked Questions

What is Credent Wealth Management's phone number?

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You can contact Credent Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Credent Wealth Management's official website and social media links?

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Credent Wealth Management's official website is credentwealth.com and has social profiles on LinkedInCrunchbase.

What is Credent Wealth Management's NAICS code?

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Credent Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Credent Wealth Management have currently?

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As of December 2025, Credent Wealth Management has approximately 113 employees across 1 continents, including North America. Key team members include Managing Director | Partner: J. D.Partner | Wealth Advisor: C. B.Partner Integration Advisor: T. K.. Explore Credent Wealth Management's employee directory with LeadIQ.

What industry does Credent Wealth Management belong to?

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Credent Wealth Management operates in the Financial Services industry.

What technology does Credent Wealth Management use?

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Credent Wealth Management's tech stack includes MoatSection.ioCookieYesFancyBoxPHPGoogle Tag ManagerMagnific PopupAddThis.

What is Credent Wealth Management's email format?

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Credent Wealth Management's email format typically follows the pattern of First.Last@credentwealth.com. Find more Credent Wealth Management email formats with LeadIQ.

When was Credent Wealth Management founded?

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Credent Wealth Management was founded in 2000.

Credent Wealth Management

Financial ServicesIndiana, United States51-200 Employees

Advisors Who Care as Much as You Do // 

At Credent Wealth Management, we help hardworking Americans maintain their standard of living without worrying about money for the rest of their lives.  

Our fee-only, fiduciary approach means you receive transparent, conflict-free advice focused entirely on your goals. Through our team-based structure, you'll work with dedicated wealth professionals who collaborate to create your comprehensive financial plan, providing clarity through life's most important financial events. 

As a partner-owned, partner-led firm with consistent standards and service, we're building something that lasts — a "forever firm," where your relationship with us transcends any individual advisor. We provide proactive guidance that helps you focus on what you can control while navigating what you cannot. 

Ready to experience the Credent difference? Contact us today to discover how our caring approach can change your financial life. 

Investment advice offered through CX Institutional, a registered investment advisor.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Credent Wealth Management's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Credent Wealth Management's revenue is estimated to be in the range of $100M$250M

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