58
Growth Score in past quarter
pts
Heat Score 58 in past quarter
-7 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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Propel Financial Advisors provides personalized financial advisory, investment management, and tax services.
- Emily Agosto: Owner & Financial Advisor
About the Company
Propel Financial Advisors offers personalized financial advisory services to individuals, small businesses, and institutions. The company provides investment management, retirement planning, and tax advisory services. Propel Financial Advisors aims to help clients achieve their financial goals through tailored strategies and expert guidance. The
firm is a registered investment advisor and collaborates closely with clients to ensure their financial plans are aligned with their unique needs and objectives.