45
Growth Score
pts
Heat Score
29 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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3699344
SafeBridge Private Wealth provides tailored wealth planning, investment, lending, tax, and estate strategies for emerging affluent families.
About the Company
SafeBridge Private Wealth provides integrated wealth management services for emerging affluent families. The firm offers tailored planning tools that focus on building, protecting, and multiplying client wealth. Its services include access to curated investment opportunities, tax and estate planning strategies, and creative lending solutions
aligned with client-specific parameters. SafeBridge Private Wealth coordinates with clients’ existing advisors and family office partners to align strategies with overall wealth goals. As an independent financial firm, it structures solutions using investment and insurance strategies in a regulated environment based on individual risk and return objectives.
