77
Growth Score
pts
Heat Score
-5 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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Raised Funding Round
Jan 1, 1970
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339494
Eqb Strategy specializes in retirement and tax planning, offering investment advisory services across all 50 states.
- Josh Curtis: Founder, Chairman & CEO
About the Company
Eqb Strategy is a financial planning firm that specializes in retirement and tax planning. The company offers investment advisory services and has mitigated over $1 billion in taxes and facilitated over $20 billion in M&A transactions. Eqb Strategy serves clients across all 50 states, providing tailored financial strategies to meet individual
needs.
