67
Growth Score
pts
Heat Score
-17 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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1685918
Socratic Better Wealth provides financial planning and wealth management services.
About the Company
Socratic Better Wealth offers customized financial planning and wealth management to people looking to make smart decisions with their money. They help clients identify goals and map out appropriate investment strategies. Socratic Better Wealth's financial planning service is designed to help guide clients based on their needs, goals,
circumstances, and personal philosophy. This service is based on the certified financial planner financial planning process and includes, but is not limited to, analysis and recommendations on net worth, cash flow, cash reserve, taxes strategies, insurance, retirement, education, and estate planning. This is intended to be a holistic approach to planning clients' finances.
