myCFO

E321490

myCFO is a wealth management and financial advisory firm known for serving high-net-worth individuals, including technology entrepreneurs and executives.

All labels observed (1)

Label Occurrences
myCFO canonical 5

How this entity was disambiguated

Statements (25)

Predicate Object
instanceOf Financial advisory firm
Wealth management firm
businessModel Fee-based advisory services
clientSegment High-net-worth families
Ultra-high-net-worth individuals
focusesOn Comprehensive financial advisory
Personal wealth management
industry Financial services
Wealth management industry
knownFor Serving high-net-worth technology entrepreneurs
Serving high-net-worth technology executives
offersService Estate planning advisory
Financial planning
Investment advisory services
Tax planning advisory
Wealth management
providesTo Family offices
Individual clients
servesClientType High-net-worth individuals
Technology entrepreneurs
Technology executives
serviceScope Holistic financial advice
targetMarket Affluent clients
Founders of technology companies
Senior technology executives

How these facts were elicited

Referenced by (5)

Full triples — surface form annotated when it differs from this entity's canonical label.

Jim Clark coFounded myCFO
Jim Clark founded myCFO
Jim Clark notableWork myCFO
Jim Clark founded myCFO
James H. Clark coFounded myCFO