85
Growth Score
pts
Heat Score
84 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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560024
The Intentional Advisor provides education, coaching, and resources for financial advisors building advice-based planning practices.
About the Company
The Intentional Advisor provides education, coaching, and programs for financial advisors who want to build advice-based financial planning practices. The company offers online courses, group coaching through its Implementation Monthly Mastermind, and video-based training challenges such as the Attractive Practice 7-day Challenge. It runs a free
mastermind community for advisors and delivers workshops, speaking content, and implementation-focused resources. The Intentional Insider blog and other free materials provide ongoing guidance on aligning business models with advice-based planning. These offerings are designed for advisors who seek structured support to design, refine, and scale their financial planning practices.
