56
Growth Score
pts
Heat Score
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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Agile Wealth provides fee-based financial planning, wealth management, and retirement income planning for individuals and business owners.
About the Company
Agile Wealth provides fee-based financial planning and investment advisory services through Agile Wealth LLC, a registered investment adviser. The firm focuses on clients approaching or in retirement, business owners planning succession or exit, and families managing wealth, tax, and legacy needs. Services include boutique family wealth services,
business wealth services, tax planning, income optimization, cash flow planning, and insurance protection. The team uses an agile planning framework and tactical investment management to align portfolios with client priorities and changing market conditions.
