88
61
Growth Score 88 in past quarter
-1 pts
Heat Score 61 in past quarter
3 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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2206495
Tax Advisor provides tax preparation, bookkeeping, payroll, and accounting services.
About the Company
Collaborative Financial Group is a consulting company that provides retirement planning services for businesses. It offers support in setting up and managing retirement plans such as 401(k) and SIMPLE IRA, including fee benchmarking, plan structure guidance, and implementation. The company also works with an SEC-registered investment adviser to
deliver independent advisory services and ongoing plan management.