33
Growth Score
pts
Heat Score
-14 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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Levanti Wealth offers financial planning and investment advisory services, focusing on tax efficiency and legacy planning.
- Samuel Eppy: Managing PartnerPast Role: MassMutual, Managing Director
About the Company
Levanti Wealth specializes in providing comprehensive financial planning and investment advisory services. The team at Levanti Wealth collaborates with clients to develop clear, practical solutions tailored to their financial goals. Services include financial planning, investment management, tax efficiency strategies, and legacy planning. The firm
aims to assist clients in utilizing their accumulated wealth effectively, both now and in retirement, with a focus on optimizing tax implications and preparing for future generations. Levanti Wealth is committed to offering personalized advice and strategies to meet the unique needs of each client.
