88
62
Growth Score
-3 pts
Heat Score
-3 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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214362
Bison Wealth, LLC offers investment advisory and wealth management services.
- Brad Ball: Founder
- Justin Boller: Chief Executive Officer & Chief Investment OfficerPast Role: Liquid Strategies, Portfolio Manager and Director of Portfolio Strategy
About the Company
Bison Wealth, LLC provides investment advisory services, focusing on wealth management and financial planning. The firm offers personalized strategies to help clients achieve their financial goals. Services include portfolio management, retirement planning, and risk assessment. Bison Wealth, LLC aims to deliver tailored financial solutions to meet
the unique needs of each client.
