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FinSym Logo
FinSym Growth Score
86
CB Rank
3634262
Heat Score
44
FinSym specializes in investment advice, financial planning, wealth management, retirement and education planning services.
Private Seattle, Washington, United States1-10 finsymllc.com
Financial Services
Retirement
Wealth Management
Overview

FinSym
Growth Score
86
Heat Score
44

Growth Score86
-1 pts
in past quarter
Heat Score 44
-9 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 >
See more interactive data and historical milestones on desktop for the best experience

About FinSym

CB Rank
3634262
FinSym specializes in investment advice, financial planning, wealth management, retirement and education planning services.
Private Seattle, Washington, United States1-10 finsymllc.com
Financial Services
Retirement
Wealth Management

Details

Legal Name FinSym Partners, LLC
Operating Status Active
Company Type For Profit
Phone Number +1 206-276-1774
Contact Email bob@finsymllc.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Advice
Provides guidance on investment strategies based on Modern Portfolio Theory and efficient market principles.
Financial Planning
Assists clients in creating comprehensive plans to manage their financial goals, including retirement and education funding.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 1
News
Technology
View Tech Report

Interest Signals

TopicSurge Score
iPhone Logo
iPhone
78
Best Places to Live Logo
Best Places to Live
72

Active Website Tech Count

16FinSym is actively using 16 technologies for its website, according to BuiltWith. These include Microsoft Exchange Online, Office 365 Mail, and  nginx.
Sub-Organizations
Frequently Asked Questions

Where is FinSym's headquarters? FinSym is located in Seattle, Washington, United States.Who are FinSym's competitors? Alternatives and possible competitors to FinSym may include Claro Advisors, Michael Brady & Co., and  Piedmont Wealth Advisory.
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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