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Financial Compass Group Logo
Financial Compass Group CB Rank
2386174
Heat Score
54
Financial Compass Group is a financial services firm that provides retirement plans, investment, insurance, and employee benefit services.
Founded
obfuscation
Private Wellesley, Massachusetts, United States11-50 www.financialcompassgroup.com/
Advice
Consulting
Financial Services
Insurance
Overview

Financial Compass Group
Heat Score
54

Growth Score
pts
in past quarter
Heat Score 54
-12 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 Financial Compass Group

CB Rank
2386174
Financial Compass Group is a financial services firm that provides retirement plans, investment, insurance, and employee benefit services.
Founded
obfuscation
Private Wellesley, Massachusetts, United States11-50 www.financialcompassgroup.com/
Advice
Consulting
Financial Services
Insurance

Key People

Details

Legal Name Financial Compass Group LLC
Operating Status Active
Company Type For Profit
Founders  Jeffrey G. West
Phone Number +1 781-416-2900
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 14

Employee Profiles

News

News and Press

News•Dec 18, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$83.7KThis year, Financial Compass Group is projected to spend $83.7K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Incident & Breach Management Logo
Incident & Breach Management
86
Privileged Access Management (PAM) Logo
Privileged Access Management (PAM)
75
Internet Service Logo
Internet Service
71

Actively Used Products

11Financial Compass Group uses 11 technology products and services including HTML5, jQuery, and  Modernizr, according to G2 Stack.

Active Website Tech Count

1Financial Compass Group is actively using the technology Wistia for its website, according to BuiltWith.
Sub-Organizations
Frequently Asked Questions

Where is Financial Compass Group's headquarters? Financial Compass Group is located in Wellesley, Massachusetts, United States.
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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