51
Growth Score
pts
Heat Score
-10 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
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2902719
WealthERP wealth management cum financial services platform.
- Monish Jamwal: Co-Founder
About the Company
WealthERP wealth management cum financial services platform for wealth advisors and financial planners and distributors. It is available both as is an on-demand and on premises. The platform covers multiple asset classes and allows advisors to plan, transact, manage and analyze investments across assets and have a 360 Degree view of their client’s
investment portfolio. WealthERP key differentiators are integrated investment management with a process driven ERP approach.
