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Compass Financial Logo
Compass Financial Growth Score
81
CB Rank
1613553
Heat Score
49
Compass Financial is a financial and wealth solutions firm that offers financial planning, tax mitigation, and wealth management.
Founded
obfuscation
Private Mount Pleasant, South Carolina, United States1-10 www.navigateyourwealth.com/
Financial Services
Navigation
Wealth Management
Overview

Compass Financial
Growth Score
81
Heat Score
49

Growth Score81
-4 pts
in past quarter
Heat Score 49
-11 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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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Compass Financial

CB Rank
1613553
Compass Financial is a financial and wealth solutions firm that offers financial planning, tax mitigation, and wealth management.
Founded
obfuscation
Private Mount Pleasant, South Carolina, United States1-10 www.navigateyourwealth.com/
Financial Services
Navigation
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number +1 843-800-5241
Contact Email admin@navigateyourwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

The Power of 3 Financial Planning Approach
A financial planning method focusing on investment growth, reliable retirement income, and liquidity to create tax-efficient retirement plans.
Estate Plan + Financial Coaching
A package combining attorney-drafted estate planning documents with personalized financial coaching over four virtual sessions.

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 Contacts 2
News

News and Press

News•Jun 2, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$58.4KThis year, Compass Financial is projected to spend $58.4K on IT, according to Aberdeen.

Active Website Tech Count

64Compass Financial is actively using 64 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Compass Financial's headquarters? Compass Financial is located in Mount Pleasant, South Carolina, United States.Who are Compass Financial's competitors? Alternatives and possible competitors to Compass Financial may include Wealth Enhancement Group, Mariner Wealth Advisors, and  Facet.
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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