84
47
Growth Score 84 in past quarter
-2 pts
Heat Score 47 in past quarter
-10 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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1821683
Ascend Financial Group offers retirement planning, business consulting, and insurance solutions.
- Charles Bobo: FounderPast Role: Bridger Insurance, Chief Marketing Officer
About the Company
Ascend Financial Group specializes in a comprehensive range of financial services including retirement planning, business consulting, cost remediation, and insurance solutions such as life insurance and disability insurance. The company also focuses on business succession planning and offers services tailored to help individuals and businesses
achieve their financial goals. With a commitment to building wealth and legacies, Ascend Financial Group employs a strategic approach to financial success, emphasizing long-term planning and personalized solutions for each client. The company engages in educating clients through articles, videos, and workshops, ensuring they are well-informed about their financial decisions.