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Shade Tree Advisors Logo
Shade Tree Advisors Growth Score
79
CB Rank
87034
Heat Score
71
Shade Tree Advisors specializes in tax, estate planning and wealth management services.
Founded
obfuscation
Private Saratoga Springs, New York, United States1-10 www.shadetreeadvisors.com
Accounting
Financial Services
Wealth Management
Overview

Shade Tree Advisors
Amount Raised
obfuscation
Growth Score
79
Heat Score
71

Amount Raised
obfuscation
Growth Score79
-4 pts
in past quarter
Heat Score 71
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
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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See more interactive data and historical milestones on desktop for the best experience

About Shade Tree Advisors

CB Rank
87034
Shade Tree Advisors specializes in tax, estate planning and wealth management services.
Founded
obfuscation
Private Saratoga Springs, New York, United States1-10 www.shadetreeadvisors.com
Accounting
Financial Services
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number +1 518-290-9460
Contact Email info@shadetreeadvisors.com
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Awards

Products & Services

Tax Planning Services
Services focused on developing strategies to manage and optimize clients' tax obligations.
Estate Planning Services
Services designed to help clients organize and manage the distribution of their assets after death.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Investments

Number of Funds 2

Investment Breakdown

Number of Funds 2
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 42
News

News and Press

News•Nov 19, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

407

IT Spend

$331.7KThis year, Shade Tree Advisors is projected to spend $331.7K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Target Operating Model Logo
Target Operating Model
100
Starlink Logo
Starlink
100
On-site Child Care Logo
On-site Child Care
100

Active Website Tech Count

3Shade Tree Advisors is actively using 3 technologies for its website, according to BuiltWith. These include nginx and  CommonCrawl Top 10m.

Total IP

1Shade Tree Advisors has 1 registered trademark in the 'Advertising; business' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Shade Tree Advisors's headquarters? Shade Tree Advisors is located in Saratoga Springs, New York, United States.Who are Shade Tree Advisors's competitors? Alternatives and possible competitors to Shade Tree Advisors may include HighTower Advisors, Cresset, and  Cerity Partners.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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