Gradient Capital Advisors - Crunchbase Company Profile & Funding

Overview

Gradient Capital Advisors

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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Raised Funding Round

Jan 1, 1970

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

About Gradient Capital Advisors

CB Rank

786523

Gradient Capital Advisors is a wealth management firm that provides objective, values-driven advice.

Founded

obfuscation

Private

San Diego, California, United States

1-10

gradientcapital.com

Consulting

Finance

Financial Services

Wealth Management

Details

Legal Name

Gradient Capital Advisors, LLC

Operating Status

Active

Number of Exits

obfuscation

Company Type

For Profit

Investor Type

obfuscation

Phone Number

619-255-0700

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning

A service that helps clients develop comprehensive strategies to manage their financial goals and resources.

Investment Management

A service that manages clients' investment portfolios to align with their financial objectives and risk tolerance.

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Financials

Investments

Investment Breakdown

Number of Investments

Number of Exits

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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	Driveway	—	Seed Round - Driveway	obfuscated obfuscation
obfuscated obfuscation	Driveway	—	Seed Round - Driveway	obfuscated obfuscation
obfuscated obfuscation	Driveway	—	Seed Round - Driveway	obfuscated obfuscation
obfuscated obfuscation	Driveway	—	Seed Round - Driveway	obfuscated obfuscation
obfuscated obfuscation	Driveway	—	Seed Round - Driveway	obfuscated obfuscation

Investment Breakdown

Number of Investments

Number of Exits

obfuscation

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	Driveway	—	Seed Round - Driveway	obfuscated obfuscation
obfuscated obfuscation	Driveway	—	Seed Round - Driveway	obfuscated obfuscation
obfuscated obfuscation	Driveway	—	Seed Round - Driveway	obfuscated obfuscation
obfuscated obfuscation	Driveway	—	Seed Round - Driveway	obfuscated obfuscation
obfuscated obfuscation	Driveway	—	Seed Round - Driveway	obfuscated obfuscation