45
Growth Score
pts
Heat Score
-13 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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Baobab Wealth Management is a financial advisory firm that specializes in retirement planning and income strategies.
- James Miller: Founder, Financial Advisor and Owner
About the Company
Baobab Wealth Management is a financial advisory firm that specializes in retirement planning and income strategies. The firm helps individuals, expats, and cross-border families create tailored financial plans to address unique retirement challenges. Baobab Wealth provides guidance on investing principles, risk management, and strategies for both
building wealth and managing distributions during retirement. Clients can receive personalized advice to determine if they are on track for their desired retirement, how much they need to retire, and if their investments are performing adequately.
