49
Growth Score
pts
Heat Score
-8 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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Net Worth Strategies provides risk analysis and tax planning applications for financial advisors.
About the Company
Net Worth Strategies specializes in equity compensation risk analysis and tax planning tools. They offer a SaaS platform that enables financial advisors to grow their practices by engaging and assisting individuals that receive company stock and options to diversify these holdings. Their clients include advisory firms and nearly every major
financial institution that assists corporate executives with their employee stock options and company stock holdings.
