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EFS Advisors Logo
EFS Advisors Growth Score
83
CB Rank
1054310
Heat Score
50
EFS Advisors helps their clients to get on the path to their financial success.
Founded
obfuscation
Private Cambridge, Massachusetts, United States51-100 www.efsadvisors.com
Advice
Consulting
Financial Services
Overview

EFS Advisors
Growth Score
83
Heat Score
50

Growth Score83
-2 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 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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See more interactive data and historical milestones on desktop for the best experience

About EFS Advisors

CB Rank
1054310
EFS Advisors helps their clients to get on the path to their financial success.
Founded
obfuscation
Private Cambridge, Massachusetts, United States51-100 www.efsadvisors.com
Advice
Consulting
Financial Services

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Kent D. Schutte
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning Services
Services focused on helping clients plan and prepare for retirement, including managing state pension and 403(b) plans.
Personalized Investment Strategy
Customized investment planning tailored to individual client goals and financial situations.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 51-100 Employee Profiles 1 Contacts 73

Employee Profiles

News

News and Press

News•May 24, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

877
49.4%
 in past month

IT Spend

$1.2MThis year, EFS Advisors is projected to spend $1.2M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
DELL EMC (EMC) Logo
DELL EMC (EMC)
90
Gmail Logo
Gmail
88
Unemployment Logo
Unemployment
88

Actively Used Products

15EFS Advisors uses 15 technology products and services including HTML5, GoDaddy Premium DNS, and  Google Drive, according to G2 Stack.

Active Website Tech Count

47EFS Advisors is actively using 47 technologies for its website, according to BuiltWith. These include Viewport Meta, SSL by Default, and  HSTS.

Total IP

1EFS Advisors has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is EFS Advisors's headquarters? EFS Advisors is located in Cambridge, Massachusetts, United States.Who are EFS Advisors's competitors? Alternatives and possible competitors to EFS Advisors may include TIAA, Corebridge Financial, and  Horace Mann.
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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