66
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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425572
Intelligent Capitalworks offers comprehensive fiduciary fee-only high net worth financial planning and wealth management services.
- Vincent Rossi, CFP®: Founder, President, Chief Investment Officer and Shareholder
- Charles Rossi, CFP®, CPWA®: Chief Client Wealth Officer and ShareholderPast Role: Intelligent Capitalworks, Wealth Manager
About the Company
Intelligent Capitalworks is a fee-only fiduciary wealth management firm specializing in retirement planning, investment management, trust and estate planning, and philanthropic planning services.
