91
89
Growth Score
8 pts
Heat Score
88 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
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Affluent Capital Management provides wealth management, retirement planning, and investment advisory services for individuals and families.
About the Company
Affluent Capital Management provides wealth management and financial planning services focused on aligning client cash flow needs with investment strategies. The firm offers retirement planning, estate planning guidance, investment management, insurance planning, and tax-related education. Its advisors use scenario modeling and an investment policy
process to evaluate funding status, risk exposure, fees, and taxes. The practice serves middle-class and affluent investors and provides educational content including webinars based on The Moneyball Method by Mark Shupe.
