50
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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Raised Funding Round
Jan 1, 1970
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1660209
Compass Financial Associates offers client-centered financial services including financial planning and investment advice.
About the Company
Compass Financial Associates provides financial advice and planning services to individuals and businesses. Its areas of focus include pensions, workplace pensions, business financial planning, mortgages, family financial planning, tax planning, and a range of insurance products such as life, critical illness, mortgage, and private medical
coverage. The company also supports clients with investment planning and Individual Savings Accounts. They operate within the Quilter Financial Planning Network, which is responsible for reviewing investment providers and financial products.
