30
Growth Score
pts
Heat Score
5 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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Seven Group is a marketing platform serving financial advisors. The platform enables advisors to market their practice more effectively.
About the Company
Seven Group’s goal is to help advisors engage clients and prospects by tailoring marketing tactics to the modern environment. The focus is on positioning advisors to capitalize on rapidly changing demographics and the continued shift to digital-first communications.Seven Group pairs marketing technology with an agile consultative approach, breaking
up the program into three phases: (1) unpacking advisors’ challenges and opportunities, (2) delivering a fully integrated marketing road map, and (3) providing access to exclusive digital resources, content, and automation tools.
