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GW and Wade Revenue and Competitors

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Boston, MA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • GW and Wade's estimated annual revenue is currently $7.9M per year.(i)
  • GW and Wade's estimated revenue per employee is $168,000

Employee Data

  • GW and Wade has 47 Employees.(i)
  • GW and Wade grew their employee count by -53% last year.

GW and Wade's People

NameTitleEmail/Phone
1
Principal & Co-FounderReveal Email/Phone
2
AVP ComplianceReveal Email/Phone
3
VP Client DevelopmentReveal Email/Phone
4
Director TradingReveal Email/Phone
5
IT DirectorReveal Email/Phone
6
Human Resources Payroll ManagerReveal Email/Phone
7
Associate Financial AdvisorReveal Email/Phone
8
Financial AdvisorReveal Email/Phone
9
Portfolio Reporting and Billing analystReveal Email/Phone
10
Client Services AssociateReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$35.1M152-8%N/AN/A
#2
$128.6M4906%N/AN/A
#3
$3.8M26136%$7.5MN/A
#4
$1.4M1138%N/AN/A
#5
$7.9M4762%N/AN/A
#6
$16.8M8033%N/AN/A
#7
$3.2M22-53%N/AN/A
#8
$6.9M41-5%N/AN/A
#9
$47.1M204-2%N/AN/A
#10
$164.9M0N/AN/AN/A
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What Is GW and Wade?

GW & Wade is an independent, fee-based financial advisory firm with offices in Wellesley, MA and Palo Alto, CA. Since 1986, GW & Wade has served successful individuals and their families, providing extensive expertise in tax planning, investment management, retirement and estate planning. GW & Wade also provides personal financial counseling for the executive management teams of public and private companies.

keywords:N/A

N/A

Total Funding

47

Number of Employees

$7.9M

Revenue (est)

-53%

Employee Growth %

N/A

Valuation

N/A

Accelerator

GW and Wade News

2022-04-20 - Service organization adds GW chapter – The GW Hatchet

An international service organization focused on civic engagement and professional development founded a GW chapter this spring,...

2022-04-19 - Iran issues building permits for 4 GW of solar power plants

Iranian Energy Ministry issues building permits for 4 GW of new solar power plants.

2022-04-06 - American University, GW revive indoor mask policy

Two D.C. universities are revising their indoor mask policy amid an uptick of coronavirus cases.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$6.1M47-2%N/A
#2
$6.9M4826%N/A
#3
$3.5M49-4%N/A
#4
$7.5M522%N/A
#5
$7.6M5432%N/A