60
Growth Score
pts
Heat Score
-7 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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1652364
Grand Glaize provides financial services like retirement planning, portfolio management, and alternative investments.
About the Company
Grand Glaize Wealth Management provides investment management, financial planning, and wealth management services. The company develops customized investment strategies that may include traditional brokerage accounts, separately managed accounts, and access to alternative assets such as private equity, real estate, and non-traded securities. Its
financial planning services address areas such as retirement, education funding, insurance, liquidity, and employee benefits. The wealth management offering incorporates estate and legacy planning, tax-efficient strategies, and coordination with clients’ accountants or attorneys.
