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Cross Financial Management Logo
Cross Financial Management Growth Score
86
CB Rank
1511897
Heat Score
50
Cross Financial Management engages in accounting, financial management, retirement planning and tax services.
Founded
obfuscation
Private Beaverton, Oregon, United States11-50 www.crossfinancialmgmt.com/
Accounting
Consulting
Financial Services
Overview

Cross Financial Management
Growth Score
86
Heat Score
50

Growth Score86
0 pts
in past quarter
Heat Score 50
-8 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 Events
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 Cross Financial Management

CB Rank
1511897
Cross Financial Management engages in accounting, financial management, retirement planning and tax services.
Founded
obfuscation
Private Beaverton, Oregon, United States11-50 www.crossfinancialmgmt.com/
Accounting
Consulting
Financial Services

Details

Legal Name Cross Financial Management, LLC
Operating Status Active
Company Type For Profit
Phone Number +1 503 233 1133
Contact Email clients@crossfinancialaccounting.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
Service to create a long-term roadmap for clients' financial goals including retirement and wealth management.
Retirement Planning
Service focused on preparing clients for retirement through income strategies and retirement plan management.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 8
News
Technology
View Tech Report

Monthly Web Visits

1,854
750.46%
 in past month

IT Spend

$315KThis year, Cross Financial Management is projected to spend $315K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Fee-Based Advisor Logo
Fee-Based Advisor
83
Compliance Tools Logo
Compliance Tools
69

Actively Used Products

17Cross Financial Management uses 17 technology products and services including HTML5, Office 365, and  Amazon EC2, according to G2 Stack.

Active Website Tech Count

3Cross Financial Management is actively using 3 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Common Crawl, and  CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is Cross Financial Management's headquarters? Cross Financial Management is located in Beaverton, Oregon, United States.Who are Cross Financial Management's competitors? Alternatives and possible competitors to Cross Financial Management may include Kutchins, Robbins & Diamond, Joseph J Gormley, and  Cross and Associates.
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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