Flow Financial Planning - Crunchbase Company Profile & Funding

Overview

Flow Financial Planning

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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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Raised Funding Round

Jan 1, 1970

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About Flow Financial Planning

CB Rank

344586

Flow Financial Planning provides planning and investment management services to women in the tech industry.

Founded

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Private

Bellingham, Washington, United States

1-10

flowfp.com/

Advice

Consulting

Financial Services

Wealth Management

Key People

Meg Bartelt: Founder, Lead Planner & President

Details

Legal Name

Flow Financial Planning, LLC

Operating Status

Active

Company Type

For Profit

Founders

Meg Bartelt

Phone Number

+1 360-643-0788

Contact Email

hello@flowfp.com

Diversity Spotlight

Women Founded

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Services for Women in Tech

Provides personalized financial planning tailored to women in the tech industry, focusing on managing stock compensation, career transitions, and life events.

IPO and Pre-IPO Planning

Guidance on managing stock compensation and financial decisions before, during, and after a company goes public, including RSUs, stock options, and ESPPs.