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Avantia Logo
Avantia CB Rank
496601
Heat Score
77
Avantia is a wealth management firm that offers wealth planning and investment management services.
Founded
obfuscation
Private Seattle, Washington, United States1-10 www.avantiamfo.com
Asset Management
Finance
Financial Services
Wealth Management
Overview

Avantia
Heat Score
77

Growth Score
pts
in past quarter
Heat Score 77
13 pts
in past quarter

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
Learn More >
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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See more interactive data and historical milestones on desktop for the best experience

About Avantia

CB Rank
496601
Avantia is a wealth management firm that offers wealth planning and investment management services.
Founded
obfuscation
Private Seattle, Washington, United States1-10 www.avantiamfo.com
Asset Management
Finance
Financial Services
Wealth Management

Details

Legal Name Avantia
Operating Status Active
Company Type For Profit
Phone Number +1 425 589 0904
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Family Office Services
Comprehensive wealth management and family office services tailored to ultra-high-net-worth families, focusing on personalized financial planning, asset management, and family governance.
Wealth Planning and Investment Management
Services that develop and implement personalized financial strategies and investment portfolios to meet clients' long-term financial goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 3
News
Technology
View Tech Report

Monthly Web Visits

491
445.56%
 in past month

IT Spend

$51.8KThis year, Avantia is projected to spend $51.8K on IT, according to Aberdeen.

Active Website Tech Count

4Avantia is actively using 4 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 100m, and  Envoy.
Sub-Organizations
Frequently Asked Questions

Where is Avantia's headquarters? Avantia is located in Seattle, Washington, United States.Who are Avantia's competitors? Alternatives and possible competitors to Avantia may include Stonehage Fleming Family & Partners, Cresset, and  Cary Street Partners.
Who We Are
What We Do
Helpful Links
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