20
Growth Score
pts
Heat Score
-17 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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2668490
Lyon Bern offers wealth management, asset management, and virtual investment advisory services.
- Roberto A. Bernal: CEO, Founder & President
- José M. Crespí Iglesias: Chief Investment Officer & Co-Founder
About the Company
Lyon Bern provides wealth and asset management services as a registered investment adviser. The firm offers active portfolio management to clients' needs and risk profiles. It also provides a virtual advisory service where clients retain control of their assets while receiving investment advice. Complete financial planning includes saving,
investing, retirement, tax, and estate strategies using financial technology for analysis and projections.
