Client First Capital - Crunchbase Company Profile & Funding

Overview

Client First Capital

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 Client First Capital

CB Rank

1292772

Client First Capital is a financial services firm that offers wealth management, advisory, family office, and trustee services.

Founded

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Private

San Diego, California, United States

1-10

clientfirstcap.com/

Advice

Financial Services

Wealth Management

Key People

Amar Shah: Founder

Details

Legal Name

Client First Capital, LLC

Operating Status

Active

Company Type

For Profit

Founders

Amar Shah

Phone Number

+1 800-310-2828

Contact Email

info@clientfirstcap.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management

Provides customized wealth and investment advisory solutions, focusing on building and executing investment strategies considering family dynamics, taxes, liquidity needs, risk tolerance, and time horizon.

Family Office & Trustee Services

Offers personal and family office solutions for high-wealth clients, including wealth management, custom investment advisory, executive compensation, business structure planning, estate planning, trustee services, tax strategies, philanthropic planning, family financial support, and bill pay services.