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Stage 1 Financial Logo
Stage 1 Financial Growth Score
2
CB Rank
239260
Heat Score
56
We provide customized processes, analytics and teams to quickly and sustainably grow young, emerging consumer brands.
Acquired by
Atlantix Partners Logo
Atlantix Partners
Founded
obfuscation
Private Anaheim, California, United States11-50 stage1financial.com/home/
Accounting
Analytics
Business Intelligence
Consulting
Finance
Impact Investing
Management Consulting
Overview

Stage 1 Financial
Growth Score
2
Heat Score
56

Growth Score2
-51 pts
in past quarter
Heat Score 56
-1 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 >
See more interactive data and historical milestones on desktop for the best experience

About Stage 1 Financial

CB Rank
239260
We provide customized processes, analytics and teams to quickly and sustainably grow young, emerging consumer brands.
Acquired by
Atlantix Partners Logo
Atlantix Partners
Founded
obfuscation
Private Anaheim, California, United States11-50 stage1financial.com/home/
Accounting
Analytics
Business Intelligence
Consulting
Finance
Impact Investing
Management Consulting

Key People

Details

Legal Name Stage 1 Financial
Also Known As Stage 1
Operating Status Active
Company Type For Profit
Founders  Jeremy Triefenbach, Katy Triefenbach
Phone Number 9499222959
Contact Email info@stage1financial.com
Diversity Spotlight 
Women Founded
Women Led
Predictions & Insights

Growth Insight

See this Growth Insight
Stage 1 Financial is
Lorem
 to be growing
Top Contributing Factors
Operations Expansion

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Growth Insight

Products & Services

General & Operational Accounting
Provides outsourced or supplemental accounting services including financial close, reporting, reconciliations, and payroll to support business operations.
Strategic Financial Planning & Analysis
Offers budgeting, forecasting, financial modeling, and KPI reporting to support strategic business decisions and cash flow management.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials

M&A Details

Stage 1 Financial was acquired by Atlantix Partners on
obfuscation
.
Transaction Name 
Stage 1 Financial acquired by Atlantix Partners Logo
Stage 1 Financial acquired by Atlantix Partners
Acquired by 
Atlantix Partners Logo
Atlantix Partners
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 6 Contacts 37

Employee Profiles

News

News and Press

News•Aug 24, 2023
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Mar 21, 2019
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Mar 20, 2019
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$362.1KThis year, Stage 1 Financial is projected to spend $362.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Microsoft (MSFT) Logo
Microsoft (MSFT)
84
Meta Platforms, Inc. Logo
Meta Platforms, Inc.
69
Consumption Forecasting Logo
Consumption Forecasting
66

Actively Used Products

26Stage 1 Financial uses 26 technology products and services including HTML5, Lightbox, and  HubSpot Forms, according to G2 Stack.

Active Website Tech Count

14Stage 1 Financial is actively using 14 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m, Google Tag Manager, and  Global Site Tag.
Sub-Organizations

Sub-Organizations

Number of Sub-Orgs 1
Which industries do these Sub-Organization operate in?
Stage 1 Fund Logo
Stage 1 FundAffiliated Company
Frequently Asked Questions

Where is Stage 1 Financial's headquarters? Stage 1 Financial is located in Anaheim, California, United States.Who are Stage 1 Financial's competitors? Alternatives and possible competitors to Stage 1 Financial may include A-LIGN, Aprio, and  Pilot.
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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