28
Growth Score
pts
Heat Score
-11 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
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Financial Navigator focuses strictly on the accounting and reporting needs of Single Family Offices and Multi-client Family Offices.
Rosalina Lopez: Senior Implementation Manager
Daniel Serrano: Sales Manager
About the Company
Financial Navigator has provided accounting and financial software to hundreds of single-family offices, multi-family offices, CPA firms and trust and estate managers, among other customers. The end-to-end software enables clients to aggregate data from multiple managers and reporting entities, analyze investment performance and risk, prepare
financial statements and consolidated reports, and confidentially share selected information with financial advisors.
