62
Growth Score
pts
Heat Score
-11 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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1728388
Provides wealth management services.
Stacy Beane: Executive Director
Stephen c. Peters: CEO & Founder
About the Company
Founded in 2008, their team of skilled professionals has an extensive background in banking, advisory, accounting, and ownership and/or executive experiences in the retail, real estate, and the professional services industries.
