55
62
Growth Score
-13 pts
Heat Score
-6 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
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Halcyon provides services that allow financial professionals to manage multiple client needs in one place.
- Kirk Donaldson: Chairman & CEO
About the Company
Halcyon provides services that allow financial professionals to manage multiple client needs in one place. The company offers IRS income and tax transcripts for verifying client income to support lending processes. Halcyon provides digital tools to prepare tax returns and manage workflows on any device. The platform uses data and analytics to
identify client needs and opportunities. Halcyon connects financial professionals with partners for loans and other financial services. The company helps reduce expenses by providing access to clients without additional marketing. Halcyon supports long-term client relationships by offering ongoing financial services and guidance.
