39
Growth Score
pts
Heat Score
-14 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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CU Financial Management offers comprehensive wealth planning, data-driven strategies, and personalized financial advice.
About the Company
CU Financial Management specializes in providing comprehensive wealth planning services, data-driven strategies, and personalized support to help clients navigate the complexities of financial planning. With a focus on ethical practices and client-centered advice, the firm aims to deliver tailored financial solutions. Recognized for its workplace
culture, CU Financial Management is committed to implementing policies that adhere to the Personal Information Protection and Electronic Documents Act (Canada), ensuring client data protection and privacy. The firm offers an integrated service program, making it a one-stop solution for financial planning needs.
