Amount Raised
91
70
Amount Raised
Growth Score 91 in past quarter
-3 pts
Heat Score 70 in past quarter
-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 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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Black Diamond Financial is an investment management company that provides estate planning, investment advisory, and asset review services.
- Matthew P. Goette: Founder, President, and Chief Investment Officer
About the Company
Black Diamond Financial provides investment advice that encompasses their clients’ total financial picture on a fee-only basis to help them achieve their financial goals. They offer advisory, estate planning, college planning, charitable giving, and alternative asset review services. Through the coordination of tax-deferred and taxable accounts,
they focus on minimizing future taxes and investment expenses while maintaining global diversification.