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Avalan Logo
Avalan CB Rank
1480819
Heat Score
53
Avalan is a wealth management firm that works with clients & utilizes an approach to financial, business & investment needs.
Founded
obfuscation
Private Santa Barbara, California, United States11-50 www.avalanwealth.com
Financial Services
Overview

Avalan
Heat Score
53

Growth Score
pts
in past quarter
Heat Score 53
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
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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See more interactive data and historical milestones on desktop for the best experience

About Avalan

CB Rank
1480819
Avalan is a wealth management firm that works with clients & utilizes an approach to financial, business & investment needs.
Founded
obfuscation
Private Santa Barbara, California, United States11-50 www.avalanwealth.com
Financial Services

Details

Legal Name Avalan, LLC
Operating Status Active
Company Type For Profit
Phone Number 805.962.7725
Contact Email info@avalanwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Virtual Family Office
A coordinated service providing legal, financial, tax, insurance, real estate, and estate planning expertise to affluent families and businesses.
Wealth Management for Entrepreneurs
Financial planning and investment services tailored to the unique needs of entrepreneurs.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 15
News
Technology
View Tech Report

IT Spend

$108.3KThis year, Avalan is projected to spend $108.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Employment Law Logo
Employment Law
93
Non-Protocol Transition Logo
Non-Protocol Transition
91
Contract Negotiations Logo
Contract Negotiations
91

Actively Used Products

16Avalan uses 16 technology products and services including HTML5, Google Analytics, and  Wistia, according to G2 Stack.

Active Website Tech Count

8Avalan is actively using 8 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  DNSSEC.

Total IP

1Avalan has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Avalan's headquarters? Avalan is located in Santa Barbara, California, United States.Who are Avalan's competitors? Alternatives and possible competitors to Avalan may include Morgan Stanley, Cresset, and  Rockefeller Capital Management.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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