Prospettiva Financial - Crunchbase Company Profile & Funding

Overview

Prospettiva Financial

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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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Prospettiva Financial

CB Rank

1606080

Prospettiva Financial is a wealth management firm that provides financial advice services.

Founded

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Private

San Francisco, California, United States

1-10

prospettivafinancial.com

Advice

Financial Services

Wealth Management

Key People

Sean Fletcher: Founder
Past Role: Northwestern Mutual, Associate Agent

Details

Legal Name

Prospettiva Financial LLC

Operating Status

Active

Company Type

For Profit

Founders

Sean Fletcher

Phone Number

1 (415) 362-8636

Contact Email

info@prospettivafinancial.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Agreement

A service providing initial financial planning and consultation to help clients meet their financial goals, charged as an upfront fee during the first year of engagement.

Wealth Management Agreement

An ongoing service combining financial planning and investment management, with fees based on a percentage of assets under management, billed quarterly.