65
Growth Score
pts
Heat Score
-6 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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1068523
Align Wealth Advisors offers personalized wealth management and lifestyle-based financial planning services.
About the Company
Align Wealth Advisors specializes in providing personalized wealth management services, focusing on lifestyle-based planning and management. The firm offers a range of financial planning services tailored to meet the unique goals, aspirations, and investment needs of its clients. With a team led by Nicholas Yrizarry, Align Wealth Advisors
emphasizes a behavioral finance-forward approach, aiming to create financial stability and growth for its clients. Services include one-on-one meetings, client reviews, recommendations, and education, all designed to align closely with each client's individual financial objectives.
