{
  "slug": "west-branch-capital-llc",
  "name": "West Branch Capital Llc",
  "description": "West Branch Capital is an independent, fee-only, minority-owned SEC Registered Investment Adviser providing holistic Wealth Management Services, Investment Management, Financial Planning, Estate Planning, and Tax Strategies.",
  "url": "https://optimly.ai/brand/west-branch-capital-llc",
  "websiteUrl": "https://westbranchcapital.com/",
  "logoUrl": "https://logo.clearbit.com/westbranchcapital.com",
  "baiScore": 57.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Wealth Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-11T09:25:31.589Z",
  "verifiedVitals": {
    "website": "https://westbranchcapital.com",
    "category": "Investment Adviser",
    "what_it_does": "Provides holistic Wealth Management Services, Investment Management, Financial Planning, Estate Planning, and Tax Strategies.",
    "primary_audience": "Individuals (professors, artists, business owners, multi-generational families), institutions, and corporate retirement plan sponsors.",
    "core_product": "Wealth Management Services, Investment Management, Financial Planning, Estate Planning, Tax Strategies",
    "pricing_model": {
      "kind": "custom",
      "detail": "fee-only"
    },
    "parent_ownership": null
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1790139198174
}