55
Growth Score in past quarter
pts
Heat Score 55 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 Events
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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362947
RVP offers holistic wealth management services to individuals, families, and institutions.
- Maury Fertig: Co-Founder and Chief Investment Officer
- Catherine Goel: Partner, Chief Operations Officer, And Chief Compliance Officer
About the Company
Relative Value Partners became a partner firm of focus financial partners. Focus is an international partnership of independent, fiduciary wealth management firms, and provides their team with operational support, access to technology, and a network for sharing of practices.
Women Founded