62
54
Growth Score
-14 pts
Heat Score
8 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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279632
Integrated Equity Management offers retirement planning, wealth management, financial planning, and investment management advisory services.
- Daniel Schoenecker: Chief Financial Officer
- Charles Stewart: Equity Owner and PartnerPast Role: Integrated Equity Management, Associate Vice President/Private Wealth Manager
