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Downshift Financial Logo
Downshift Financial Growth Score
85
CB Rank
629394
Heat Score
67
Downshift Financial is a financial services company that provides financial planning services for clients.
Founded
obfuscation
Private Broomfield, Colorado, United States1-10 downshiftfinancial.com/
Advice
Consulting
Financial Services
Overview

Downshift Financial
Growth Score
85
Heat Score
67

Growth Score85
-1 pts
in past quarter
Heat Score 67
13 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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See more interactive data and historical milestones on desktop for the best experience

About Downshift Financial

CB Rank
629394
Downshift Financial is a financial services company that provides financial planning services for clients.
Founded
obfuscation
Private Broomfield, Colorado, United States1-10 downshiftfinancial.com/
Advice
Consulting
Financial Services

Key People

Details

Legal Name Downshift Financial LLC
Operating Status Active
Company Type For Profit
Founders  Eddie S. Liang
Phone Number +1 720-515-0564
Contact Email info@downshiftfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning for Early Retirement
A comprehensive financial planning service focused on early retirement, semi-retirement, and financial independence strategies.
SHIFT Process
A structured financial planning methodology that assesses client situation, resources, goals, and adjusts plans over time.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 2

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

1,394
87.37%
 in past month

IT Spend

$217.2KThis year, Downshift Financial is projected to spend $217.2K on IT, according to Aberdeen.

Active Website Tech Count

2Downshift Financial is actively using 2 technologies for its website, according to BuiltWith. These include Common Crawl and  CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is Downshift Financial's headquarters? Downshift Financial is located in Broomfield, Colorado, United States.Who are Downshift Financial's competitors? Alternatives and possible competitors to Downshift Financial may include Charles Schwab, Facet, and  Harness Wealth.
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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