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Seawise Financial Logo
Seawise Financial CB Rank
1254988
Heat Score
62
Seawise Financial is a financial service company.
Founded
obfuscation
Private Cardiff By The Sea, California, United States11-50 seawisefinancial.com/
Finance
Financial Services
Insurance
Retirement
Overview

Seawise Financial
Heat Score
62

Growth Score
pts
in past quarter
Heat Score 62
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
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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See more interactive data and historical milestones on desktop for the best experience

About Seawise Financial

CB Rank
1254988
Seawise Financial is a financial service company.
Founded
obfuscation
Private Cardiff By The Sea, California, United States11-50 seawisefinancial.com/
Finance
Financial Services
Insurance
Retirement

Details

Legal Name Seawise Financial, Inc.
Operating Status Active
Company Type For Profit
About the Company
Seawise Financial is providing retirement planning, investment management, and tax advice. It offers services like retirement planning, insurance services, tax planning, estate planning, college planning, cash flow planning, financial planning, and more.
Phone Number +1 619 738 3079
Contact Email info@seawisefinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
A service that creates personalized financial plans to help clients prepare for retirement based on their unique goals and financial situations.
Investment Management
A discretionary service managing client investment portfolios aligned with their risk tolerance and financial goals, including monitoring and rebalancing.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 3
News
Technology
View Tech Report

Monthly Web Visits

269

IT Spend

$73.5KThis year, Seawise Financial is projected to spend $73.5K on IT, according to Aberdeen.

Active Website Tech Count

3Seawise Financial is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is Seawise Financial's headquarters? Seawise Financial is located in Cardiff By The Sea, California, United States.Who are Seawise Financial's competitors? Alternatives and possible competitors to Seawise Financial may include HighTower Advisors, Charles Schwab, and  Creative Planning.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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