48
Growth Score
pts
Heat Score
-16 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
Recent Milestones
Raised Funding Round
Jan 1, 1970
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294230
HB Wealth is a financial services firm that provides tax, retirement, and investment planning services.
- Gina Adams: Chief Market StrategistPast Role: Bloomberg, Head of Equity Strategy and Fund Research
- Joel Houck: Chief Investment OfficerPast Role: Wells Fargo, Managing Director and Equity Research Analyst, Financial Services, BDC's, Mortgage REITs
