65
Growth Score
pts
Heat Score
64 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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WealthStar Alliance helps CPA firms build wealth management practices and offers cybersecurity and automation portfolio solutions.
About the Company
WealthStar Alliance provides a program for CPA and accounting firms to expand wealth management and financial planning services using data analytics and a software platform. The firm supports advisors with client profiling across the financial life cycle, including accumulation, protection, and distribution of wealth. It offers guidance on
succession planning, practice management, and partnerships with insurance and financial professionals. WealthStar Alliance also advises on cybersecurity, SaaS security, data assurance, and intelligent automation solutions through its role in the ALPS Enterprise Market Network.
