25
Growth Score
pts
Heat Score
-14 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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1920095
Plumtree Financial, Inc. offers financial planning, investment management, and insurance planning services.
- Susie Fox: Partner
- Greg Bernhard: Founder and President
About the Company
Plumtree Financial, Inc. provides comprehensive financial planning, investment management, and insurance planning services to individuals and businesses. The company focuses on guiding clients towards financial freedom by offering simple solutions to complex financial questions. Their holistic approach includes getting to know clients'
portfolios and financial goals to create tailored strategies. Services include securities and advisory services, ensuring a well-rounded financial plan for each client.
