Congress Wealth Management Revenue and Competitors

Boston, MA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Congress Wealth Management's estimated annual revenue is currently $16.2M per year.(i)
  • Congress Wealth Management's estimated revenue per employee is $210,000

Employee Data

  • Congress Wealth Management has 77 Employees.(i)
  • Congress Wealth Management grew their employee count by 0% last year.

Congress Wealth Management's People

NameTitleEmail/Phone
1
SVP InvestmentsReveal Email/Phone
2
SVP, Strategic PartnershipsReveal Email/Phone
3
SVP Investment StrategyReveal Email/Phone
4
SVP Business DevelopmentReveal Email/Phone
5
SVP Investment StrategyReveal Email/Phone
6
Chief Compliance Officer and General CounselReveal Email/Phone
7
Chief Operating OfficerReveal Email/Phone
8
Chief Investment Officer, PartnerReveal Email/Phone
9
Executive Managing DirectorReveal Email/Phone
10
Director Quantitative ResearchReveal 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 Congress Wealth Management?

Congress Wealth Management is a Boston-based, SEC-registered independent investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our client’s needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We work in a strategic partnership with Congress Asset Management as a Core manager to provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well reasoned investment decisions. In addition we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets.

keywords:N/A

N/A

Total Funding

77

Number of Employees

$16.2M

Revenue (est)

0%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$11.6M77-8%N/A
#2
$15M770%N/A
#3
$22.3M773%N/A
#4
$13.9M7715%N/A
#5
$11.9M77N/AN/A