48
Growth Score
pts
Heat Score
5 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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479615
WealthPlan Group is a financial and investment management company.
- Brent O'Mara: Co-FounderPast Role: WealthPlan Partners, Co Founder
About the Company
WealthPlan Group is an integrated technology and robust investment solution, all bundled with personal service. Their services include asset management, retirement solutions, compliance, and advisory.
