65
Growth Score
pts
Heat Score
12 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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Raised Funding Round
Jan 1, 1970
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Focused Alpha Wealth Management offers financial planning and portfolio management services for individuals and businesses.
About the Company
Focused Alpha Wealth Management provides comprehensive financial planning and portfolio management services. The firm serves successful individuals and flourishing businesses, offering tailored investment strategies and fiduciary advice. As an independent financial advisory firm, it emphasizes personalized service and long-term financial growth.
The team, led by President and Senior Advisor Daniel Barotz, brings extensive experience in wealth management to help clients achieve their financial goals.
