10
39
Growth Score
-5 pts
Heat Score
-24 pts
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
Recent Events
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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1068429
Anthem Advisors is a financial firm that provides investment management, financial advisory, and wealth management services.
- Jimmy Gonzalez: Founder & Managing Partner
About the Company
Anthem Advisors is a financial planning focused Multi-Family Office. The company's financial advisors specialize in retirement planning, risk management, and tax planning. They aim to help individuals, enterprises, and philanthropies reach their financial goals. Anthem Advisors is not affiliated with any of its custodians including Schwab
Advisor Services or TD Ameritrade. The team-based approach at Anthem Advisors also includes estate planning. The company also has a division, Anthem Risk Management, that works with clients on building risk management and defensive strategies.
