46
Growth Score in past quarter
pts
Heat Score 46 in past quarter
-16 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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3028829
Seed Wealth Management, Inc. is a Registered Investment Advisor that maximizes risk-adjusted returns and drives tax efficiency.
About the Company
Seed Wealth Management, Inc. operates as a Registered Investment Advisor. The company adheres to the principles of Modern Portfolio Theory, aiming to maximize risk-adjusted returns while keeping fees low. It focuses on driving tax efficiency, primarily by maximizing tax loss harvesting opportunities and leveraging tax deferred account advantages.
The company's approach to wealth management is rooted in common sense and aims to provide a comprehensive understanding of wealth management to its clients.