1
Growth Score
pts
Heat Score
-39 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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3072290
Unify Financial Advisors provides investment management and financial planning services.
- David Bennett: Founder, President & Portfolio Manager
About the Company
Unify Financial Advisors offers financial advisory services focusing on custom investment management, estate planning, and tax-efficient strategies. The company aims to provide financial peace to individuals and businesses by helping them build and monitor their financial plans. Services include tax-efficient charitable giving strategies and
business retirement consulting.
