13
Growth Score
pts
Heat Score
6 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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Raised Funding Round
Jan 1, 1970
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4170646
Affluent Wealth Management provides financial planning, investment advice, retirement planning, and small business services help.
About the Company
Affluent Wealth Management provides financial guidance focused on helping clients clarify their goals and plan for the future. The company offers investment advice, personalized financial planning through a structured 10-step process, and strategies to support a secure financial future. It operates under the fiduciary standard, ensuring that
recommendations are based on clients’ goals, needs, and interests without hidden agendas. Services emphasize retirement planning, growing savings, and providing clarity and confidence in financial decision-making. The firm also supports small business empowerment through tailored financial guidance and client-focused planning.
