32
Growth Score
pts
Heat Score
-25 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 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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1179529
Finteris Wealth Management provides wealth management and investment services through Wells Fargo Advisors Financial Network.
About the Company
Finteris provides wealth management services that include investment planning, cash management, and strategies for education funding and taxes. The company offers investment products and services through Wells Fargo Advisors Financial Network, supporting clients in aligning financial plans with their objectives. Its approach combines portfolio
management with guidance on various aspects of personal and family financial planning.
