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High Point Capital Group Planning and Wealth Management Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • High Point Capital Group Planning and Wealth Management's estimated annual revenue is currently $3.8M per year.(i)
  • High Point Capital Group Planning and Wealth Management's estimated revenue per employee is $147,000

Employee Data

  • High Point Capital Group Planning and Wealth Management has 26 Employees.(i)
  • High Point Capital Group Planning and Wealth Management grew their employee count by -7% last year.

High Point Capital Group Planning and Wealth Management's People

NameTitleEmail/Phone
1
Wealth ManagerReveal Email/Phone
2
Wealth ManagerReveal Email/Phone
3
Wealth Manager | Financial AdvisorReveal Email/Phone
4
Wealth Manager at High Point Capital GroupReveal Email/Phone
5
Case Design/Technology CoordinatorReveal Email/Phone
6
Financial PlannerReveal Email/Phone
7
Business Strategy & Financial ControlsReveal Email/Phone
8
Financial AdvisorReveal Email/Phone
9
Financial AdvisorReveal Email/Phone
10
AssistantReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$2.9M2025%N/AN/A
#2
$3.7M254%N/AN/A
#3
$3.8M26-19%N/AN/A
#4
$6.9M41-5%N/AN/A
#5
$6.2M376%N/AN/A
#6
$94M3586%N/AN/A
#7
$21.6M103N/AN/AN/A
#8
$5.9M35-5%N/AN/A
#9
$354.6M120612%N/AN/A
#10
$0.5M525%N/AN/A
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What Is High Point Capital Group Planning and Wealth Management?

High Point Capital Group is on a mission to create long-lasting relationships with our clients. We bring a fresh approach to financial planning. Founded by experienced advisors and located in Milwaukee, Wisconsin, we bring more than 130 years of collective expertise, achievement, and respect to our clients. Independent and committed to our client's best interest, we are focused on delivering objective guidance and advice. The professionals at High Point Capital Group specializes in asset management, financial planning, insurance, estate planning and corporate benefits. We work with a wide array of individuals, families and businesses to create a personalized plan to help accumulate and grow their assets. Securities and investment advisory services offered through SagePoint Financial, INc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

keywords:N/A

N/A

Total Funding

26

Number of Employees

$3.8M

Revenue (est)

-7%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$6.4M264%N/A
#2
$2.4M26-10%N/A
#3
$2.6M268%N/A
#4
N/A26-7%N/A
#5
N/A264%N/A