Amount Raised
62
Amount Raised
Growth Score
pts
Heat Score
6 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
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WMS Partners is a family office and an alternative for wealthy families to traditional financial-services firms.
- David Citron: Co-Founder
- Martin Eby: Co-Founder
About the Company
WMS Partners is a family office and an alternative for wealthy families to traditional financial-services firms. WMS helps people handle all aspects of their financial life through sophisticated wealth planning, investing, and family-legacy advice. The company's advisors serve as fiduciaries and financial stewards, so families can focus on the
important things in life beyond money.
