51
Growth Score
pts
Heat Score
49 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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3282997
SageMint Wealth provides wealth management, financial planning, and investment management services for high-net-worth clients.
About the Company
SageMint Wealth is a wealth management firm that serves high-net-worth individuals, families, and business owners. The firm provides comprehensive financial planning, including retirement planning, estate and tax planning, and risk management. Its investment management services include designing custom portfolios based on each client’s goals, risk
tolerance, and time horizon, with a focus on socially responsible and impact investing when desired. SageMint Wealth also advises on specialized topics such as 1031 exchanges, equity compensation, and year-round tax-efficient strategies. The firm aims to align clients’ financial plans and investments with their personal values and long-term objectives through ongoing advice and education.
