Falcon Wealth Planning - Crunchbase Company Profile & Funding

Overview

Falcon Wealth Planning

Growth Score

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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+3 more milestones

See more interactive data and historical milestones on desktop for the best experience

About Falcon Wealth Planning

CB Rank

299825

Falcon Wealth Planning focuses on tax, investment, estate, and financial planning services.

Founded

obfuscation

Private

Ontario, California, United States

51-100

www.falconwealthplanning.com/

Consulting

Financial Services

Impact Investing

Key People

Rachel Vonbank: Chief Compliance Officer
Gabriel Shahin: Founder & Principal

Details

Operating Status

Active

Company Type

For Profit

Phone Number

+1 855-963-2526

Contact Email

info@falconwp.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Tax Planning

Provides strategies to minimize tax liabilities and ensure compliance with IRS regulations.

Financial Planning

Creates individualized financial plans to manage wealth and reduce tax liabilities throughout retirement.

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Financials

Investments

Investment Breakdown

Diversity Investments

Number of Investments

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation

Investment Breakdown

Number of Investments

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation