47
46
Growth Score 47 in past quarter
-15 pts
Heat Score 46 in past quarter
-1 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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279080
Bogart Wealth offers financial, retirement and real estate planning, cash flow, investment advice and tax preparation services.
- James Bogart: CEO & FounderPast Role: Morgan Stanley, Vice President of Financial Advisor
- Allen Eickelberg: Chief Operating OfficerPast Role: Red Brick, Managing Director of Operations and Capital Markets
About the Company
Bogart Wealth provides cash flow, investment, retirement, and real estate planning, as well as tax preparation services.