1
Growth Score
pts
Heat Score
-55 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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4219319
Acta Wealth Management provides investment advisory, portfolio management, and consolidated financial reporting services.
About the Company
Acta Wealth Management is a family-owned wealth management firm that provides independent advisory services to private clients and families. The firm offers investment advisory, portfolio management and consolidated financial reporting through a single platform. Its team filters research from multiple financial institutions and coordinates
implementation across different banking relationships. Acta emphasizes a no-commission, no-retrocession model to reduce conflicts of interest. Clients gain real-time access to an automated consolidation tool that aggregates global portfolios and private assets for clearer decision-making.
