X

XO Wealth Management

4 employees

XO Wealth Management offers risk management, financial and investment planning services to individuals, family and organizations.

Basic info

Industry

financial services

Sectors

Financial Planning
Tactical Asset Allocation
Dorsey Wright and Associates
Estate Planning
Finance
Point and Figure Technical Analysis
Sub-Advisor
Investment Management
Tax Strategies
Insurance Services
Financial Services
Risk Management

Date founded

2015

Funding rounds raised

X

XO Wealth Management raised undisclosed on January 30, 2023

Investors: Slate Hill Partners

FAQ