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Comprehensive Advisor Logo
Comprehensive Advisor CB Rank
1105773
Heat Score
44
Comprehensive Advisor delivers investment advisory, tax, healthcare planning, insurance, and financial services.
Founded
obfuscation
Private Carlsbad, California, United States1-10 www.comprehensiveadvisor.com
Advice
Financial Services
Health Care
Insurance
Overview

Comprehensive Advisor
Heat Score
44

Growth Score
pts
in past quarter
Heat Score 44
-9 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 Comprehensive Advisor

CB Rank
1105773
Comprehensive Advisor delivers investment advisory, tax, healthcare planning, insurance, and financial services.
Founded
obfuscation
Private Carlsbad, California, United States1-10 www.comprehensiveadvisor.com
Advice
Financial Services
Health Care
Insurance

Details

Operating Status Active
Company Type For Profit
Phone Number +1 760-813-2125
Contact Email info@comprehensiveadvisor.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
A service that helps clients create customized financial strategies to prepare for and manage retirement income and expenses.
Investment Advisory Services
Professional advice and management of investment portfolios to help clients grow and protect their assets.

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 1-10 Contacts 10
News
Technology
View Tech Report

Monthly Web Visits

2,279
45.25%
 in past month

IT Spend

$74.7KThis year, Comprehensive Advisor is projected to spend $74.7K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Automated Hedging Logo
Automated Hedging
100
LinkedIn Logo
LinkedIn
89
Research and Development / Test Logo
Research and Development / Test
83

Actively Used Products

21Comprehensive Advisor uses 21 technology products and services including HTML5, Lightbox, and  jQuery, according to G2 Stack.

Active Website Tech Count

34Comprehensive Advisor is actively using 34 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.

Total IP

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

Where is Comprehensive Advisor's headquarters? Comprehensive Advisor is located in Carlsbad, California, United States.Who are Comprehensive Advisor's competitors? Alternatives and possible competitors to Comprehensive Advisor may include Charles Schwab, Fidelity, and  Facet.
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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