52
Growth Score
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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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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1375926
Oath Planning offers estate and financial planning services, including educational workshops and legal advice.
- Rod Yancy: Founder & Investment AttorneyPast Role: PaperSports, Previous Founder RIP
About the Company
Oath Planning provides estate and financial planning services. The company offers educational workshops to help clients craft their ideal estate plans. As a registered investment adviser, Oath Planning ensures compliance with current registration and notice filing requirements. The firm focuses on protecting clients and their valued assets through
comprehensive planning and legal advice.
