81
46
Growth Score
-9 pts
Heat Score
-25 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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Shaker Financial Services is a financial service firm.
About the Company
Shaker Financial Services utilizes unique, quantitative strategies to manage its accounts. Their accounts are taxable, business retirement accounts, and personal retirement accounts. They have customer service representatives. They have and advisors who monitor investments and make adjustments. The client has the option of setting up automatic
contributions, which makes saving and donating convenient. In addition to savings/investment analyses, they provide support reports for employer compliance and estimated tax planning.
