66
Growth Score
pts
Heat Score
8 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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High Note Wealth is an independent advisory firm offering services like investment management, wealth enhancement and protection.
About the Company
High Note Wealth is a registered independent advisory firm that specializes in financial services. The firm offers a range of services including investment management, wealth enhancement, transfer, protection, and charitable giving. High Note Wealth works with a select group of clients, primarily high-net-worth individuals and families, providing
them with tailored financial planning solutions. The firm is led by a brother-sister duo, Katherine Forrester Schneewind and Michael Forrester, who aim to elevate the advantages for their clients. High Note Wealth is registered with the Securities and Exchange Commission as an investment adviser.
