73
Growth Score
pts
Heat Score
16 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 Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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523912
Saas Client discovery and decision support for financial advisors
- Robert V. Bolen: CEO, FounderPast Role: Envision Wealth Planning, Founder, President
About the Company
Customizable, Web-based client discovery and decision support platform for financial advisors. Easily know your clients at a deep and personal level, provide personalized expert advice and insights, and help them stay on course as life ebbs and flows by effectively using behavioral psychology techniques.
