39
Growth Score
pts
Heat Score
-12 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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2229763
Attainable Wealth provides virtual financial planning and investment management services.
About the Company
Attainable Wealth provides financial planning and investment advisory services to individuals. The company offers comprehensive financial planning that assesses areas such as net worth, cash flow, insurance, employee benefits, retirement, investments, college planning, and estate planning, with ongoing monitoring and annual reviews. They also
deliver focused financial planning for specific topics, maintenance services for existing plans including biannual meetings and tax analysis, and hourly consultations. For investment management, Attainable Wealth selects third-party managers to oversee portfolios using passive index funds and exchange-traded funds based on client risk tolerance and goals.
