69
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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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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423849
Levenson Wealth LLC offers financial planning and investment management based on modern capital market theory.
- Debbie Levenson: Co-Founder and Principal
About the Company
Levenson Wealth LLC is an independent, fee-only advisory firm that specializes in providing comprehensive financial planning and investment management services. Founded by Deborah Levenson, MBA, CFP®, the firm operates with a focus on the principles of modern capital market theory. Levenson Wealth LLC offers personalized financial planning,
including retirement planning, estate planning, and tax strategies, alongside investment management that is informed by Nobel Prize-winning economic research. The firm is dedicated to helping clients in the Newton, Wellesley, Brookline, and Boston areas achieve their financial goals through informed, strategic decision-making.
Women Founded
