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Trusted Financial Logo
Trusted Financial Growth Score
81
CB Rank
2219087
Heat Score
55
Trusted Financial is a business consulting and services company.
Founded
obfuscation
Private1-10 trustedfinancialcompany.com
Consulting
Overview

Trusted Financial
Growth Score
81
Heat Score
55

Growth Score81
-6 pts
in past quarter
Heat Score 55
-18 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About Trusted Financial

CB Rank
2219087
Trusted Financial is a business consulting and services company.
Founded
obfuscation
Private1-10 trustedfinancialcompany.com
Consulting

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Dan Posner
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Mergers & Acquisitions Consulting
Advisory services to assist companies in buying, selling, or merging businesses to achieve strategic financial goals.
Sell-side Advisory
Consulting services that support business owners in preparing and executing the sale of their company.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1

Employee Profiles

News

News and Press

News•Apr 7, 2026
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News•Aug 27, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$135.1KThis year, Trusted Financial is projected to spend $135.1K on IT, according to Aberdeen.

Active Website Tech Count

34Trusted Financial is actively using 34 technologies for its website, according to BuiltWith. These include Apple Mobile Web Clips Icon, Google Tag Manager, and  Content Delivery Network.
Sub-Organizations
Frequently Asked Questions

Who are Trusted Financial's competitors? Alternatives and possible competitors to Trusted Financial may include Patria Investments, Atrium Partners, and  MacCapital.
Who We Are
What We Do
Helpful Links
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