60
Growth Score
pts
Heat Score
-25 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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Capable Wealth is a financial planning firm offering services like financial planning, investment management, and business consulting.
About the Company
Capable Wealth is a fee-only financial planning firm that primarily serves business owners. The company aims to optimize wealth by integrating personal financial planning with business strategies. The firm offers a range of services including financial planning, investment management, and business consulting. Capable Wealth is committed to helping
clients gain control over their finances and focus their money on what they truly care about. The company is certified by CFP, Gallup, FPA, and CIMA, indicating a high level of expertise and credibility in the financial services industry.
