Blue Square Wealth - Crunchbase Company Profile & Funding

Overview

Blue Square Wealth

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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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About Blue Square Wealth

CB Rank

1026044

Blue Square Wealth provides wealth management, asset management, and investment advisory services.

Founded

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Private

New York, New York, United States

1-10

bluesquarewealth.com

Asset Management

Financial Services

Wealth Management

Key People

Jay Bluestine: Founder, Managing Principal & Chief Investment Officer

Details

Also Known As

Blue Square Asset Management

Operating Status

Active

Company Type

For Profit

Founders

Jay Bluestine

About the Company

Blue Square Wealth provides wealth management, asset management, and investment advisory services. It strives to protect and grow client capital through its proprietary and systematic approach to investing.

Phone Number

646.928.8000

Contact Email

info@bluesquarewealth.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Managed Volatility US Large Cap

An investment strategy focusing on 35-50 U.S. equities with market caps around $5 billion, using quantitative and fundamental analysis to adjust equity exposure and reduce portfolio volatility.

Managed Volatility International Large Cap

An investment strategy targeting 35-50 international large-cap equities with market caps around $5 billion, using quantitative and fundamental analysis to manage equity exposure and reduce portfolio volatility.