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Guide My Finances Logo
Guide My Finances CB Rank
335827
Heat Score
69
Guide My Finances deals with financial plan, retirement, investment management, strategic inheritance and stock compensation sale strategy.
Founded
obfuscation
Private Carlsbad, California, United States1-10 guidemyfinances.com/
Financial Services
Retirement
Stock Exchanges
Overview

Guide My Finances
Heat Score
69

Growth Score
pts
in past quarter
Heat Score 69
-20 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 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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See more interactive data and historical milestones on desktop for the best experience

About Guide My Finances

CB Rank
335827
Guide My Finances deals with financial plan, retirement, investment management, strategic inheritance and stock compensation sale strategy.
Founded
obfuscation
Private Carlsbad, California, United States1-10 guidemyfinances.com/
Financial Services
Retirement
Stock Exchanges

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Jackie Mazur
Phone Number +1-760-547-7585
Contact Email Jackie@GuideMyFinances.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
Service to create personalized financial plans for goals like buying a house, college savings, or retirement.
Investment Management
Service to design and manage investment portfolios aligned with client goals, risk tolerance, and tax considerations.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 8

Employee Profiles

News
Technology
View Tech Report

IT Spend

$71.5KThis year, Guide My Finances is projected to spend $71.5K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Retirement / Pre-Retirement Planning Logo
Retirement / Pre-Retirement Planning
70
Retirement Planning Logo
Retirement Planning
70
Target Retirement Logo
Target Retirement
66

Active Website Tech Count

4Guide My Finances is actively using 4 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  reCAPTCHA.
Sub-Organizations
Frequently Asked Questions

Where is Guide My Finances's headquarters? Guide My Finances is located in Carlsbad, California, United States.Who are Guide My Finances's competitors? Alternatives and possible competitors to Guide My Finances may include Wealth Enhancement Group, Ellevest, and  Facet.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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