41
Growth Score in past quarter
pts
Heat Score 41 in past quarter
-15 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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2214955
NorthCape Wealth Management offers financial planning and investment consulting as a fee-only RIA and fiduciary.
About the Company
NorthCape Wealth Management provides comprehensive financial planning and investment consulting services. As a fee-only Registered Investment Advisor (RIA) and fiduciary, the company manages over $500 million in assets. The team offers personalized strategies to help clients achieve their financial goals, leveraging decades of experience in finance
and money management. NorthCape Wealth Management focuses on delivering tailored solutions for each client's unique financial journey.