84
Growth Score
pts
Heat Score
13 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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1492947
Valta Inc. provides financial consulting, focusing on planning, risk mitigation, and tax strategies.
About the Company
Valta provides support services to financial professionals by implementing a values-based planning method that aids clients in achieving purposeful lives. The company assists advisors in shifting to fee-based practices to comply with regulatory changes and establish steady income sources. Valta uses a team of specialists who follow a structured
meeting process to produce planning outputs, enabling advisors to dedicate more time to client interactions. Services include training and coaching for advisors to manage their operations effectively.
