80
62
Growth Score
-14 pts
Heat Score
-28 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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60533
Beacon Pointe is a financial services company providing financial consultancy services for individuals, families, and institutions.
Burk Rosenthal: Partner & Managing DirectorPast Role: Rosenthal Retirement Planning, President
Cory Bruntz: Wealth AdvisorPast Role: Rosenthal Retirement Planning, Financial Advisor
About the Company
Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions (i.e., foundations and endowments), individuals, and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential
financial impact of those decisions. We focus on full-service financial planning and research-driven investments.
Women Founded
Women Led
