38
Growth Score
pts
Heat Score
-31 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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3052708
Second 50 Financial offers financial planning and investment services for high-net-worth individuals in their later years.
- David Swift: Founding Partner and Financial Planner
- Kathleen A. Adams: Co-Founder
About the Company
Second 50 Financial specializes in providing financial planning and investment portfolio services tailored to individuals and families navigating the second half of their lives. With a focus on high-net-worth clients, the company offers personalized strategies to ensure financial confidence, opportunity, and vitality beyond the age of 50. As a
registered investment advisor with the United States Securities and Exchange Commission, Second 50 Financial commits to safeguarding client confidentiality while spearheading financial literacy and philanthropic partnerships. The firm's approach integrates a comprehensive analysis of securities, fixed income, and cash to optimize financial outcomes for its clients.
