48
Growth Score
pts
Heat Score
-8 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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Raised Funding Round
Jan 1, 1970
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1564440
Tate Wealth Management helps retirees and those nearing retirement resolve financial problems in their lives.
James Tate: Founder & President- Stacey L. Tate: CEO
About the Company
Tate Wealth Management helps retirees and those nearing retirement meet the financial challenges of their lives while developing and safeguarding their wealth. They concentrate primarily on wealth management strategies and comprehensive financial planning. They use insurance products, such as fixed annuities, and various investment products to
assist you in developing financial strategies.
