46
Growth Score
pts
Heat Score
-19 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
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2104110
Penta Wealth Management provides personalized wealth management solutions.
Jonathan Penta: Founder and Senior Wealth AdvisorPast Role: UBS Financial Services, Inc., Senior Vice President - Wealth Advisor
About the Company
Penta Wealth Management offers investment management, business value acceleration, advanced financial planning, and business transition planning services. Their PWM processes includes lifetime financial planning, investment, lifetime financial, and relationship management services. Lifetime financial planning services include goal-based,
retirement, life events, and cash flow planning services.
