TradeWinds - Crunchbase Company Profile & Funding

Overview

TradeWinds

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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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About TradeWinds

CB Rank

1007316

TradeWinds provides financial planning, retirement planning, and investment services.

Founded

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Private

Raleigh, North Carolina, United States

1-10

tradewinds.global/

Financial Services

Impact Investing

Retirement

Details

Legal Name

TradeWinds, LLC

Operating Status

Active

Company Type

For Profit

Phone Number

+1 984.257.0019

Contact Email

tracey@tradewinds.global

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning

A service that develops personalized strategies for managing finances, including retirement, tax, estate, cash flow, insurance, education, debt, philanthropy, and long-term goals.

Investment Management

A service that manages client investment portfolios through asset allocation, portfolio construction, performance monitoring, risk management, and tax-efficient strategies.