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Inverness Financial Group Logo
Inverness Financial Group CB Rank
1927271
Heat Score
47
Inverness Financial Group is a financial services company that offers risk management, retirement, and estate planning services.
Founded
obfuscation
Private Newburyport, Massachusetts, United States1-10 www.invernessfinancialgroup.com
Financial Services
Retirement
Risk Management
Overview

Inverness Financial Group
Heat Score
47

Growth Score
pts
in past quarter
Heat Score 47
-8 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 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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See more interactive data and historical milestones on desktop for the best experience

About Inverness Financial Group

CB Rank
1927271
Inverness Financial Group is a financial services company that offers risk management, retirement, and estate planning services.
Founded
obfuscation
Private Newburyport, Massachusetts, United States1-10 www.invernessfinancialgroup.com
Financial Services
Retirement
Risk Management

Details

Legal Name Inverness Financial Group, Inc.
Operating Status Active
Company Type For Profit
Phone Number +1 978 499 0111
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that involves creating a detailed strategy to manage an individual's financial affairs, including budgeting, saving, and investing.
Investment Management
The process of handling various securities and assets to meet specified investment goals for clients.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 2
News
Technology
View Tech Report

Monthly Web Visits

68

IT Spend

$70.3KThis year, Inverness Financial Group is projected to spend $70.3K on IT, according to Aberdeen.

Active Website Tech Count

22Inverness Financial Group is actively using 22 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Inverness Financial Group's headquarters? Inverness Financial Group is located in Newburyport, Massachusetts, United States.Who are Inverness Financial Group's competitors? Alternatives and possible competitors to Inverness Financial Group may include HighTower Advisors, Creative Planning, and  Fiduciary Trust.
Who We Are
What We Do
Helpful Links
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