7
Growth Score
pts
Heat Score
-18 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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3044665
Trails Edge Wealth Advisers provides investment management and financial planning services with a client-first approach.
- Alan Myers: President and Co-Founder
Shelley Myers: Co-Founder
About the Company
Trails Wealth Advisers offers financial advisory services, focusing on investment management and financial planning. The company emphasizes a fiduciary duty to prioritize clients' interests. Clients can access their financial information through a web portal or mobile app, ensuring transparency and ease of management. The firm caters to a
diverse clientele, providing tailored advice to meet individual financial goals.
