42
Growth Score
pts
Heat Score
-15 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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2311750
Contract Paraplanning Services offers outsourced paraplanning and admin support for financial advisers.
About the Company
Contract Paraplanning Services provides outsourced paraplanning and administrative support for financial advisers. The company specializes in creating Statements of Advice (SOAs) and other essential documents, allowing financial advisers to focus on client relationships and business growth. Services are designed by paraplanners for paraplanners,
ensuring a deep understanding of industry needs. The company offers flexible contract options to fit various business models and workloads.
