91
87
Growth Score
9 pts
Heat Score
71 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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72369
Crewe Advisors offers wealth management and investment advisory services, and tax planning.
- Ryan Halliday: Managing Partner
- Dustin Thackeray: Head of Portfolio Management, Partner
About the Company
Crewe Advisors is an independent advisory firm that provides wealth management services. It offers impartial advice and utilizes an open architecture approach to cater to the financial needs of corporations, individuals, family offices, institutions, endowments, and foundations. The firm is registered with the Securities and Exchange Commission
(SEC) as an investment advisor. Crewe Advisors collaborates with the Crewe Foundation to assist clients in structured charitable giving. The firm aims to help clients achieve financial harmony and peace of mind through its comprehensive financial services.
