89
76
Growth Score
-2 pts
Heat Score
-7 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 Events
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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1240172
Root Financial offers financial planning and investment management with a human-first approach, focusing on remote client assistance.
- Raz Petric: Founder, CFO and PrincipalPast Role: The Profit Mama, Co-Founder
About the Company
Root Financial provides financial planning and investment management services. The company focuses on human-first financial advising, helping clients remotely to manage their finances effectively. Root Financial offers fee-based financial planning, aiming to assist clients in maximizing their financial potential, particularly in retirement
planning. The company is founded by Certified Financial Planner® James, who releases educational content on investing, spending, and saving.
