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Compass Logo
Compass CB Rank
1000188
Heat Score
44
Compass is a financial company that delivers retirement plan and individual wealth management services.
Founded
obfuscation
Private Greensboro, North Carolina, United States11-50 www.compassfp.com
Consulting
Finance
Financial Services
Overview

Compass
Heat Score
44

Growth Score
pts
in past quarter
Heat Score 44
-22 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

CB Rank
1000188
Compass is a financial company that delivers retirement plan and individual wealth management services.
Founded
obfuscation
Private Greensboro, North Carolina, United States11-50 www.compassfp.com
Consulting
Finance
Financial Services

Details

Operating Status Active
Company Type For Profit
Phone Number +1-336-510-1550
Contact Email jhatley@compassfp.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Plan Consulting
Consulting services for institutional retirement plans aimed at helping plan sponsors and participants prepare for retirement.
Individual Wealth Management
Personalized wealth management services designed to help individuals and families achieve financial goals and legacy planning.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 25
News
Technology
View Tech Report

Monthly Web Visits

3
-96.63%
 in past month

IT Spend

$570.1KThis year, Compass is projected to spend $570.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Tony Awards Logo
Tony Awards
94
Due Diligence Logo
Due Diligence
92
Incredibuild Logo
Incredibuild
90

Active Website Tech Count

3Compass is actively using 3 technologies for its website, according to BuiltWith. These include CommonCrawl Top 10m and  Google Maps API.

Total IP

3Compass has registered 3 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Compass's headquarters? Compass is located in Greensboro, North Carolina, United States.Who are Compass's competitors? Alternatives and possible competitors to Compass may include HighTower Advisors, Cerity Partners, and  CAPTRUST.
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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