45
Growth Score
pts
Heat Score
-24 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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492859
One Seven designs individualized financial plans by understanding its clients' interests, families, and long-term objectives.
- John Carey: Chief Compliance OfficerPast Role: One Seven, Deputy Chief Compliance Officer
- Betsey Saffar: Chief Financial OfficerPast Role: The Cornerstone Fund, Vice President & Chief Financial Officer
About the Company
One Seven is a registered investment advisor and a financial firm of a different kind. Through a holistic commitment to personal and financial growth, One Seven builds relationships and leaves legacies around the things clients care about most. Their independent financial advisors spend less time tracking tasks and more time focusing on their
clients' needs. Their financial plans are based on a deep understanding of their client's interests, families, long-term goals, and aspirations. Their ambitions, challenges, concerns, and successes are heard. Their money is connected to what's important.
