83
47
Growth Score
-2 pts
Heat Score
-11 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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2151674
Birch Wealth Management offers personalized financial planning, investment advisory, and estate planning services.
About the Company
Birch Wealth Management specializes in providing personalized financial planning and wealth management services. With a focus on understanding the unique needs, goals, and financial situations of each client, the company offers a range of services including investment advisory, financial literacy education, supplemental needs trust planning,
eldercare, and estate planning. Birch Wealth Management emphasizes the importance of creating fluid and flexible plans to accommodate the evolving financial landscapes of their clients. The company is committed to delivering tailored financial solutions designed to meet the specific objectives of individuals and families.
