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Trailhead Planners Logo
Trailhead Planners CB Rank
328020
Heat Score
68
Trailhead Planners is a financial planner that offers tax-focused financial planning services for executives, doctors, and retirees.
Founded
obfuscation
Private Minneapolis, Minnesota, United States1-10 trailheadplanners.com/
Advice
Asset Management
Financial Services
Professional Services
Overview

Trailhead Planners
Heat Score
68

Growth Score
pts
in past quarter
Heat Score 68
-6 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 Trailhead Planners

CB Rank
328020
Trailhead Planners is a financial planner that offers tax-focused financial planning services for executives, doctors, and retirees.
Founded
obfuscation
Private Minneapolis, Minnesota, United States1-10 trailheadplanners.com/
Advice
Asset Management
Financial Services
Professional Services

Key People

Details

Legal Name Trailhead Planners, LLC
Operating Status Active
Company Type For Profit
Founders  Courtney Ranstrom, Morgan Ranstrom
Phone Number +1-503-773-9682
Contact Email support@trailheadplanners.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Consulting
Custom investment portfolios designed to align with clients' financial goals and risk tolerance.
Advanced Planning
Tax, transfer, and asset protection strategies to support wealth growth and preservation.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 14

Employee Profiles

News
Technology
View Tech Report

IT Spend

$69KThis year, Trailhead Planners is projected to spend $69K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
LinkedIn Sponsored Messages Logo
LinkedIn Sponsored Messages
72
Multi-Media Campaign Logo
Multi-Media Campaign
65

Active Website Tech Count

16Trailhead Planners is actively using 16 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Trailhead Planners's headquarters? Trailhead Planners is located in Minneapolis, Minnesota, United States.Who are Trailhead Planners's competitors? Alternatives and possible competitors to Trailhead Planners may include EP Wealth Advisors, Wealthspire Advisors, and  Perigon Wealth Management.
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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