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Caring for Clients Logo
Caring for Clients CB Rank
1306782
Heat Score
53
Caring for Clients provides objective, holistic financial and lifestyle management advice free of product pitches.
Founded
obfuscation
Private Toronto, Ontario, Canada1-10 caringforclients.com
Customer Service
Finance
Financial Services
Service Industry
Overview

Caring for Clients
Heat Score
53

Growth Score
pts
in past quarter
Heat Score 53
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Caring for Clients

CB Rank
1306782
Caring for Clients provides objective, holistic financial and lifestyle management advice free of product pitches.
Founded
obfuscation
Private Toronto, Ontario, Canada1-10 caringforclients.com
Customer Service
Finance
Financial Services
Service Industry

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Rona Birenbaum
About the Company
Caring for Clients provides objective, holistic financial and lifestyle management advice free of product pitches. It specializes in comprehensive financial planning, retirement planning, estate planning, and investment management. The company is based in Toronto, Ontario.
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Initial Consultation
A complimentary session to review your current finances, expenses, and plans, providing a high-level overview and identifying gaps or issues.
Comprehensive Personal Financial Plan
An integrated review of an individual's or couple's finances, expenses, and plans, with detailed recommendations and multiple financial scenarios.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 8

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

44
-99.8%
 in past month

IT Spend

$248.8KThis year, Caring for Clients is projected to spend $248.8K on IT, according to Aberdeen.

Active Website Tech Count

7Caring for Clients is actively using 7 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m, Apple Mobile Web Clips Icon, and  Cloudflare CDN.

Total IP

2Caring for Clients has registered 2 trademarks with the most popular class being 'Advertising; business', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Caring for Clients's headquarters? Caring for Clients is located in Toronto, Ontario, Canada.Who are Caring for Clients's competitors? Alternatives and possible competitors to Caring for Clients may include Altruist, Facet, and  Harness Wealth.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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