Congress Wealth Management Revenue and Competitors
Estimated Revenue & Valuation
- Congress Wealth Management's estimated annual revenue is currently $16.2M per year.
- Congress Wealth Management's estimated revenue per employee is $210,000
Employee Data
- Congress Wealth Management has 77 Employees.
- Congress Wealth Management grew their employee count by 0% last year.
Congress Wealth Management's People
Name | Title | Email/Phone |
---|---|---|
1 | SVP Investments | Reveal Email/Phone |
2 | SVP, Strategic Partnerships | Reveal Email/Phone |
3 | SVP Investment Strategy | Reveal Email/Phone |
4 | SVP Business Development | Reveal Email/Phone |
5 | SVP Investment Strategy | Reveal Email/Phone |
6 | Chief Compliance Officer and General Counsel | Reveal Email/Phone |
7 | Chief Operating Officer | Reveal Email/Phone |
8 | Chief Investment Officer, Partner | Reveal Email/Phone |
9 | Executive Managing Director | Reveal Email/Phone |
10 | Director Quantitative Research | Reveal Email/Phone |
Congress Wealth Management Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $38.3M | 166 | 0% | N/A | N/A |
#2 | $121.5M | 463 | 6% | N/A | N/A |
#3 | $4.3M | 29 | 21% | N/A | N/A |
#4 | $13.6M | 72 | 80% | N/A | N/A |
#5 | $7.9M | 47 | -27% | N/A | N/A |
#6 | $7.2M | 43 | 8% | N/A | N/A |
#7 | $48M | 208 | 8% | N/A | N/A |
#8 | $164.9M | 0 | N/A | N/A | N/A |
#9 | $147M | 560 | -5% | N/A | N/A |
#10 | $64.7M | 280 | 3% | N/A | N/A |
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.
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Total Funding
77
Number of Employees
$16.2M
Revenue (est)
0%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $11.6M | 77 | -8% | N/A |
#2 | $15M | 77 | 0% | N/A |
#3 | $22.3M | 77 | 3% | N/A |
#4 | $13.9M | 77 | 15% | N/A |
#5 | $11.9M | 77 | N/A | N/A |