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Winward Financial Logo
Winward Financial CB Rank
1152430
Heat Score
52
Winward Financial specializes in insurance, investment management, and financial planning services.
Private Wellsville, Utah, United States1-10 www.winwardfinancial.com/
Consulting
Finance
Financial Services
Impact Investing
Overview

Winward Financial
Heat Score
52

Growth Score
pts
in past quarter
Heat Score 52
-1 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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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About Winward Financial

CB Rank
1152430
Winward Financial specializes in insurance, investment management, and financial planning services.
Private Wellsville, Utah, United States1-10 www.winwardfinancial.com/
Consulting
Finance
Financial Services
Impact Investing

Details

Operating Status Active
Company Type For Profit
Phone Number +1 435 245 3035
Contact Email sam@winwardfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Services
Comprehensive financial planning to assess current financial health and develop customized strategies to meet specific financial goals.
Investment Advisory Services
Advisory services that assist clients in constructing and managing investment portfolios aligned with their financial goals and risk tolerance.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News
Technology
View Tech Report

IT Spend

$63.1KThis year, Winward Financial is projected to spend $63.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Network Switch Logo
Network Switch
100
Patient Administration Logo
Patient Administration
100
Windows Vista Logo
Windows Vista
100

Active Website Tech Count

3Winward Financial is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Google Maps.
Sub-Organizations
Frequently Asked Questions

Where is Winward Financial's headquarters? Winward Financial is located in Wellsville, Utah, United States.Who are Winward Financial's competitors? Alternatives and possible competitors to Winward Financial may include Prudential Financial, Ameriprise Financial, and  LPL Financial.
Who We Are
What We Do
Helpful Links
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