49
Growth Score
pts
Heat Score
-20 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 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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1261429
Balance: Wealth Planning is a financial advisory company.
Rebecca Aldridge: Managing Director, Founder, Chartered Financial PlannerPast Role: Fiscal Engineers, Head of Operations & Compliance
About the Company
Balance: Wealth Planning analyzes financial situations including advice about investments, minimizing tax, and planning. Their services include retirement planning, family protection, cash flow forecasting, saving tax, reducing costs, life insurance, and inheritance planning.
