Commonwealth Financial Group Revenue and Competitors

Boston, MA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Commonwealth Financial Group's estimated annual revenue is currently $63.5M per year.(i)
  • Commonwealth Financial Group's estimated revenue per employee is $231,000

Employee Data

  • Commonwealth Financial Group has 275 Employees.(i)
  • Commonwealth Financial Group grew their employee count by -2% last year.

Commonwealth Financial Group's People

NameTitleEmail/Phone
1
CEO at Commonwealth Financial GroupReveal Email/Phone
2
Chief Growth OfficerReveal Email/Phone
3
VP Human Resources and Producer ServicesReveal Email/Phone
4
Head Planning ExperienceReveal Email/Phone
5
Agency Supervisory OfficerReveal Email/Phone
6
Director Marketing and Client Services for Jeff BaronReveal Email/Phone
7
Managing DirectorReveal Email/Phone
8
Agency Supervisory OfficerReveal Email/Phone
9
Director Estate & Business PlanningReveal Email/Phone
10
Director, Business DevelopmentReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$38.3M1660%N/AN/A
#2
$121.5M4636%N/AN/A
#3
$4.3M2921%N/AN/A
#4
$13.6M7280%N/AN/A
#5
$7.9M47-27%N/AN/A
#6
$7.2M438%N/AN/A
#7
$48M2088%N/AN/A
#8
$164.9M0N/AN/AN/A
#9
$147M560-5%N/AN/A
#10
$64.7M2803%N/AN/A
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What Is Commonwealth Financial Group?

Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence.\n\nThrough an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence.\n\nListen: Understand your financial goals, concerns and dreams.\n\nGather: Collect and review your tax, insurance, investment, legal, and bank documents.\n\nDesign: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner.\n\nBuild: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you.\n\nServe: Provide ongoing service to develop a dynamic plan that caters to your changing needs.

keywords:N/A

N/A

Total Funding

275

Number of Employees

$63.5M

Revenue (est)

-2%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Commonwealth Financial Group News

2022-04-20 - Blue Ridge Bankshares Announces the Appointment of Judy Gavant ...

... company of Blue Ridge Bank, N.A. (the "Bank") and BRB Financial Group, Inc., ... Virginia Commonwealth Bank (collectively, "Bay Banks").

2022-04-20 - Veteran Financial Advisor Seth Cohan Joins The Wealth Alliance in ...

Prior to joining The Wealth Alliance, Cohan was a Founder and Partner at RCA Capital Group, LLC — a Commonwealth Financial Network firm that...

2022-04-20 - Veteran Financial Advisor Seth Cohan Joins The Wealth Alliance in ...

Prior to joining The Wealth Alliance, Cohan was a Founder and Partner at RCA Capital Group, LLC — a Commonwealth Financial Network firm that...

2022-04-20 - Blue Ridge Bankshares Announces the Appointment of Judy Gavant ...

... company of Blue Ridge Bank, N.A. (the "Bank") and BRB Financial Group, Inc., ... Virginia Commonwealth Bank (collectively, "Bay Banks").

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$38.4M275-13%$340M
#2
$43.9M2751%N/A
#3
$81.7M27538%N/A
#4
$54.6M2765%N/A
#5
$82.3M2777%N/A