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Palm Equity Logo
Palm Equity Growth Score
84
CB Rank
543821
Heat Score
57
Palm Equity is an investment management firm that provides portfolio construction, multi-asset investment and manager selection services.
Founded
obfuscation
Private West Palm Beach, Florida, United States1-10 www.palmequity.com/
Asset Management
Finance
Financial Services
Management Consulting
Overview

Palm Equity
Growth Score
84
Heat Score
57

Growth Score84
-3 pts
in past quarter
Heat Score 57
-1 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
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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See more interactive data and historical milestones on desktop for the best experience

About Palm Equity

CB Rank
543821
Palm Equity is an investment management firm that provides portfolio construction, multi-asset investment and manager selection services.
Founded
obfuscation
Private West Palm Beach, Florida, United States1-10 www.palmequity.com/
Asset Management
Finance
Financial Services
Management Consulting

Key People

Details

Legal Name Palm Equity LLC
Operating Status Active
Company Type For Profit
Founders  Grant Mashek
Phone Number +1 561-227-9050
Contact Email inquiries@palmequity.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Multi-Asset Investment Solutions
Investment strategies that allocate capital across various asset classes to build diversified portfolios.
Portfolio Construction
The process of designing and assembling investment portfolios tailored to client objectives and risk profiles.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$344KThis year, Palm Equity is projected to spend $344K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Mobile Predictive Analytics Logo
Mobile Predictive Analytics
87
Employment Projections Logo
Employment Projections
77
Corporate gifting Logo
Corporate gifting
77

Active Website Tech Count

4Palm Equity is actively using 4 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is Palm Equity's headquarters? Palm Equity is located in West Palm Beach, Florida, United States.Who are Palm Equity's competitors? Alternatives and possible competitors to Palm Equity may include Aon, Mercer, and  Cambridge Associates.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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