Compass Wealth Management Consultants Revenue and Competitors

Waterlooville, UK

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Compass Wealth Management Consultants's estimated annual revenue is currently $10.4M per year.(i)
  • Compass Wealth Management Consultants's estimated revenue per employee is $189,000

Employee Data

  • Compass Wealth Management Consultants has 55 Employees.(i)
  • Compass Wealth Management Consultants grew their employee count by -18% last year.

Compass Wealth Management Consultants's People

NameTitleEmail/Phone
1
Compliance OfficerReveal Email/Phone
2
Compliance OfficerReveal Email/Phone
3
Head ParaplannerReveal Email/Phone
4
Head Group OperationsReveal Email/Phone
5
Novations ManagerReveal Email/Phone
6
Paraplanning ManagerReveal Email/Phone
7
T&C Team LeaderReveal Email/Phone
8
Group Scheme AdministratorReveal Email/Phone
9
Independent Financial AdviserReveal Email/Phone
10
Financial AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$55.7M241-24%N/AN/A
#2
$12.5M66-3%N/AN/A
#3
$3.4M230%N/AN/A
#4
$16.2M7728%N/AN/A
#5
$48M2082%N/AN/A
#6
$85.1M32419%N/AN/A
#7
$88.2M33640%N/AN/A
#8
$411M139817%N/AN/A
#9
$105.3M40155%N/AN/A
#10
$105.9M3975%$878.2MN/A
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What Is Compass Wealth Management Consultants?

Compass Wealth Management consultants is one of the South's leading Financial Advisers and Investment Managers\r\n\r\nFrom a modest beginning in 2001 Compass has become one of the most successful Wealth Managers in the South advising clients with invested assets in excess of £700 million under administration.\r\n\r\nCompass is uniquely positioned to provide solutions to meet all the financial planning and wealth management requirements of individuals and businesses alike.\r\n\r\nThrough our regional offices, and using the latest technology, we accommodate the differing needs of clients by offering face-to-face financial planning and wealth management.\r\n\r\nCompass is an organisation whose purpose is to help Private and Corporate clients understand, create, protect, and increase their assets.\r\n\r\nLike us on www.facebook.com/compasswmc\r\nFollow us on https://twitter.com/compasswealth\r\n\r\nVisit us @ www.compasswmc.com

keywords:N/A

N/A

Total Funding

55

Number of Employees

$10.4M

Revenue (est)

-18%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Compass Wealth Management Consultants News

2022-04-17 - Independent Bank Corp. (INDB) CEO Christopher Oddleifson on Q1 2022 Results - Earnings Call Transcript

Laurie Hunsicker - Compass Point Research ... Our Investment Management business continues to shine despite compressed market valuations for...

2022-04-17 - Class notes: Spring 2022 - News - Illinois State

Barbara Kanies '66 works part-time for Midwest Wealth Management as a ... employed by Midwest Anesthesia Consultants; resides with her...

2022-03-30 - Atlanta investment adviser snaps up its competitor. Their ...

Last year was the eighth record year in a row for mergers and acquisitions, according to wealth management consulting firm DeVoe & Co.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$9.3M600%N/A
#2
$21.8M89-3%N/A
#3
$29.3M9010%N/A
#4
$49.9M200-6%N/A