32
Growth Score
pts
Heat Score
-10 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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Lucia Capital Group is a financial services company that provides financial planning, investment management, annuities, and insurance.
About the Company
Lucia Capital Group is a financial services company that provides financial planning, investment management, annuities, and insurance. Their wealth managers use a strategy-first approach to create portfolios that are dynamic and tailored to each investor. Wealth managers evaluate a variety of criteria while establishing a plan, including time
horizon, income requirement, risk tolerance, tax bracket, and investment choice. Lucia Capital Group is headquartered in San Diego, California and was founded in 2010.
