33
Growth Score
pts
Heat Score
-19 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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2401356
Blue Cypress Wealth Management provides independent investment management services.
- Richard Chautin: Founding Member, Owner. CCO, and Investment Adviser Representative
- Dexter Gary: Founding Member, Owner, CFO, and Investment Adviser Representative
About the Company
Blue Cypress Wealth Management offers investment management services, providing objective guidance without affiliation to broker-dealers or fund families. It works with clients to develop custom financial plans that fit individual needs and goals. The company also offers risk management services, helping clients address financial risks and offering
insights and solutions. The services aim to assist in managing investments, planning finances, and mitigating risks.
