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

Date founded

2015

Funding rounds raised

X

XO Wealth Management raised undisclosed on January 30, 2023

Investors: Slate Hill Partners

FAQ