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Your Financial Partnership Logo
Your Financial Partnership CB Rank
3036568
Heat Score
47
Your Financial Partnership is a financial service firm that provides investment management, financial planning, and portfolio management.
Founded
obfuscation
Private Lees Summit, Missouri, United States1-10 www.yourfinancialpartnership.com/
Finance
Financial Services
Impact Investing
Overview

Your Financial Partnership
Heat Score
47

Growth Score
pts
in past quarter
Heat Score 47
-13 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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About Your Financial Partnership

CB Rank
3036568
Your Financial Partnership is a financial service firm that provides investment management, financial planning, and portfolio management.
Founded
obfuscation
Private Lees Summit, Missouri, United States1-10 www.yourfinancialpartnership.com/
Finance
Financial Services
Impact Investing

Details

Operating Status Active
Company Type For Profit
Phone Number +1-816-208-8846
Contact Email info@yourfinancialpartnership.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that helps clients create a structured plan for managing their financial lives and achieving their financial goals.
Ongoing Planning
A continuous financial advisory service that updates and adjusts clients' financial plans as their situations evolve.

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  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 3
News
Technology
View Tech Report

IT Spend

$98.5KThis year, Your Financial Partnership is projected to spend $98.5K on IT, according to Aberdeen.

Active Website Tech Count

20Your Financial Partnership is actively using 20 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 Your Financial Partnership's headquarters? Your Financial Partnership is located in Lees Summit, Missouri, United States.Who are Your Financial Partnership's competitors? Alternatives and possible competitors to Your Financial Partnership may include Scholar Financial Advising, Increase Financial, and  Atlantic Coast Wealth Management.
Who We Are
What We Do
Helpful Links
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