Orchard Financial Group - Crunchbase Company Profile & Funding

Overview

Orchard Financial Group

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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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About Orchard Financial Group

CB Rank

316744

Independent, Fee-Only financial advisor specializing in Equity Recipients, LGBT Couples & Families, and Socially Responsible Investments.

Founded

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Private

1-10

www.orchardfinancial.com/

Finance

Financial Services

Impact Investing

Personal Finance

Wealth Management

Key People

Leah Coleman: Founder | Financial Advisor

Details

Legal Name

Orchard Financial Group

Also Known As

Orchard Financial

Operating Status

Active

Company Type

For Profit

Founders

Brad Coleman, Leah Coleman

About the Company

Orchard Financial Group provides comprehensive financial planning, project-based planning, and asset management to help millennials, young and mid-career professionals, LGBTQ couples and families, start-up businesses, executives, and near-retirees.

Phone Number

(512) 655-3444

Contact Email

cultivate@orchardfinancial.com

Diversity Spotlight

Women Founded

Women Led

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning for Young Professionals

Provides financial guidance tailored to young professionals to help manage student loans, retirement accounts, housing, insurance, and career advancement.

Financial Planning for Mid-Career Professionals

Offers customized financial planning and implementation assistance for mid-career individuals balancing career growth, family, and caregiving responsibilities.