42
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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2097014
Coordinated Planning offers estate planning, corporate benefits, business succession, and asset allocation services.
About the Company
Coordinated Planning provides professional services in estate planning, legacy planning, corporate benefit arrangements, business succession planning, and asset allocation. The company operates as a registered investment adviser, offering a range of financial advisory services to help clients manage and plan their financial futures. The firm also
provides educational resources, including articles, financial calculators, and a glossary of financial terms to assist clients in making informed decisions.
