59
Growth Score
pts
Heat Score
-7 pts
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
See more interactive data and historical milestones on desktop for the best experience
2708944
Cassedy Financial is an independent investment advisory firm.
About the Company
Cassedy Financial is an independent investment advisory firm with several decades of combined investment experience. That experience coupled with the fact that they are an independent firm acting as a fiduciary, allows them to focus solely on clients' unique goals and objectives. Their independence and relatively small firm size allow them to
provide a high degree of personalized service, which is typically unavailable from larger firms. Their holistic approach to wealth management strives to deliver positive results and has allowed them to create long-lasting relationships with individuals and their families.
