3
Growth Score
pts
Heat Score
-20 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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3337627
Pulles & Attento offers retirement plans, executive benefits, exit strategies, and investment services for business owners and executives.
- Jerry Attento: Managing Partner and Founder
- Robert Pulles: Managing Partner and Founder
About the Company
Pulles & Attento Wealth Management provides financial advisory services tailored to business owners and corporate executives. The company offers qualified retirement plans, executive benefit programs, and strategies for business exit and continuation planning. It supports clients in attracting and retaining key employees through benefit
planning and helps structure succession strategies for long-term stability. It also provides investment advisory services and personalized financial and retirement planning. Its approach integrates business objectives with personal financial goals to support long-term financial security.
