64
Growth Score
pts
Heat Score
-10 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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1374519
Client 4 Life Group is a developer of a financial advisory management system created to develop a team-based approach
Charles King: CEO- William Stockwell: CMO & CIO
About the Company
Client 4 Life Group is a developer of a financial advisory management system created to develop a team-based approach that makes financial advisor's efficient and reduces practice expenses. The company's financial advisory management system customizes sales campaigns and pipeline management, provides daily client portfolio feeds and has a
single sign-on technology built on salesforce CRM which is accessible across all technology mediums, enabling advisors to increase their selling window by 30% each day and develop deeper multi-generational relationships within a family's wealth eco-system.
