46
Growth Score in past quarter
pts
Heat Score 46 in past quarter
-13 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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Coda Financial Group offers investment strategies, tax planning, risk management, insurance, and estate planning services.
About the Company
Coda Financial Group provides a range of financial services including diversified investment strategies, tax planning, risk management, insurance, estate and legacy planning, and income and expense management. The firm employs certified financial planners and licensed insurance producers to assist clients in achieving their financial goals. Coda
Financial Group is affiliated with SagePoint Financial, Inc., and offers securities registrations such as Series 6 and 63.