27
Growth Score
pts
Heat Score
-23 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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2994029
Trailhead Financial Partners provides personalized financial advisory services and an online portal for financial management.
- Ashley Fellers: Founder and President
About the Company
Trailhead Financial Partners offers financial advisory services, focusing on personalized, goal-based advice. The company provides investment advisory services through Independent Advisor Representatives of Cambridge Investment. Clients can access 'The Trail Guide,' an online portal for consolidating and updating financial information.
The firm emphasizes building strong relationships with clients to better serve their financial needs.
