59
44
Growth Score
-13 pts
Heat Score
1 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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411433
XML is an independent wealth management firm that seeks to place its clients’ interests first and to provide advice
Pete Deoudes: Director of MarketingPast Role: American Capital, Vice President, Investor Relations- Curtis Congdon: President
Focus Financial Partners
About the Company
XML is an independent wealth management firm that seeks to place its clients’ interests first and to provide advice
