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Generosity Wealth Management Logo
Generosity Wealth Management CB Rank
1698026
Heat Score
54
Generosity Wealth Management is a wealth management company that provides consulting and financial investment services.
Founded
obfuscation
Private Boulder, Colorado, United States1-10 generositywealth.com
Consulting
Financial Services
Wealth Management
Overview

Generosity Wealth Management
Heat Score
54

Growth Score
pts
in past quarter
Heat Score 54
-7 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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About Generosity Wealth Management

CB Rank
1698026
Generosity Wealth Management is a wealth management company that provides consulting and financial investment services.
Founded
obfuscation
Private Boulder, Colorado, United States1-10 generositywealth.com
Consulting
Financial Services
Wealth Management

Key People

Details

Legal Name Generosity Wealth Management, LLC
Operating Status Active
Company Type For Profit
Founders  Michael Brady
Phone Number +1 303-747-6455
Contact Email mike@generositywealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Goal Setting
A service to define what clients want their wealth to accomplish by aligning financial aspirations with personal values.
Customized Financial Planning
Designing tailored financial plans that guide clients through their financial journey based on defined goals.

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

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

118

IT Spend

$182.5KThis year, Generosity Wealth Management is projected to spend $182.5K on IT, according to Aberdeen.

Active Website Tech Count

2Generosity Wealth Management is actively using 2 technologies for its website, according to BuiltWith. These include Common Crawl and  CommonCrawl Top 10m.
Sub-Organizations
Frequently Asked Questions

Where is Generosity Wealth Management's headquarters? Generosity Wealth Management is located in Boulder, Colorado, United States.Who are Generosity Wealth Management's competitors? Alternatives and possible competitors to Generosity Wealth Management may include Facet, Harness Wealth, and  Edward Jones.
Who We Are
What We Do
Helpful Links
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