21
Growth Score
pts
Heat Score
-21 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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3578689
Swell Financial provides fee-only financial planning, investment management, and fiduciary advice.
- Nick Covyeau: Founder, Owner and Financial Planner
About the Company
Swell Financial provides fee-only financial planning and investment advisory services, focusing on retirement planning, tax strategies, and investment management. The firm offers assistance with retirement planning, tax strategies, and investment management. Services are delivered virtually to individuals across various jurisdictions where the firm
is appropriately registered or exempt from registration. Swell Financial's approach includes reviewing tax returns to identify potential savings opportunities and developing strategies to align investments with client goals. The firm emphasizes ongoing financial planning to support clients in making informed decisions throughout different life stages.
