Add Company
Join Now

Connecticut Wealth Management Revenue and Competitors

License our Company Data API

Farmington, CT USA

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Connecticut Wealth Management's estimated annual revenue is currently $14.5M per year.(i)
  • Connecticut Wealth Management's estimated revenue per employee is $204,300

Employee Data

  • Connecticut Wealth Management has 71 Employees.(i)
  • Connecticut Wealth Management grew their employee count by 45% last year.

Connecticut Wealth Management's People

NameTitleEmail/Phone
1
Founder, President & CEOReveal Email/Phone
2
ControllerReveal Email/Phone
3
Senior Financial Advisor and Assistant Director the Investment CommitteeReveal Email/Phone
4
Director, Client & Team ExperiencesReveal Email/Phone
5
Director Human ResourcesReveal Email/Phone
6
Partner & Chief Operating OfficerReveal Email/Phone
7
Partner, Chief Client OfficerReveal Email/Phone
8
Director Momentum for Business OwnersReveal Email/Phone
9
Office Building ManagerReveal Email/Phone
10
Client Development ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$3.7M235%N/AN/A
#2
$14.5M7145%N/AN/A
#3
$7.8M43-2%N/AN/A
#4
$89.7M3164%N/AN/A
#5
$7.1M390%N/AN/A
#6
$531.7M167322%N/AN/A
#7
$108.4M3821%N/AN/A
#8
$6.7M3732%N/AN/A
#9
$90.8M3202%N/AN/A
#10
$6.5M363%N/AN/A
Add Company

What Is Connecticut Wealth Management?

Connecticut Wealth Management is a unique financial planning and investment advisory firm, catering to individuals, families, business owners and executives. Our financial advisors excel in developing customized financial plans that serve as the framework for our clients, providing a touchstone in times of uncertainty. This plan is built around protecting and developing what you value most. Our independent and objective business model aligns our thinking with that of our clients. As a result, our financial advisors offer personalized strategies designed so each client can identify, plan, and work toward their unique financial goals. Along the way, clients can expect to pursue the satisfaction that comes with transparent monitoring of all of their accounts. All of this with the back drop of an independent, objective, seasoned team of advisors. Welcome to what financial planning should be. For a list of states in which we are registered to do business, please visit www.ctwealthmgmt.com.

keywords:N/A

N/A

Total Funding

71

Number of Employees

$14.5M

Revenue (est)

45%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$6.4M718%N/A
#2
$18M747%N/A
#3
$1.7M753%N/A
#4
$20.5M767%N/A
#5
$17.5M77-5%N/A