Align Financials - Crunchbase Company Profile & Funding

Overview

Align Financials

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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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About Align Financials

CB Rank

1473565

Align Financials is a financial service company that provides employee benefits and real estate planning services.

Founded

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Private

Duluth, Minnesota, United States

1-10

www.align.financial

Employee Benefits

Financial Services

Retirement

Risk Management

Details

Legal Name

Align Financials LLC.

Operating Status

Active

Company Type

For Profit

About the Company

Align Financials is developing long-term relationships and changes that life inevitably holds for us all. They are creating a sense of community at home and at work. Their services included priority setting, tax planning, estate planning, cash flow analysis, budget support, life planning, and risk management.

Phone Number

+1 218 336 2506

Contact Email

info@align.financial

Predictions & Insights

Products & Services

Fiduciary Financial Planning

A service providing personalized financial planning focused on aligning clients' money with their life priorities, including retirement, estate, tax, and investment planning.

Wealth Management and Investment Advisory

Management of clients' investment portfolios using an evidence-based, disciplined approach to asset allocation and risk management without market timing.