Add Company
Join Now

Principle Wealth Revenue and Competitors

License our Company Data API

Madison, CT USA

Location

N/A

Total Funding

Finance

Industry

Employee Data

  • Principle Wealth has 24 Employees.(i)
  • Principle Wealth grew their employee count by 9% last year.

Principle Wealth's People

NameTitleEmail/Phone
1
Founder / CEOReveal Email/Phone
2
Chief Compliance OfficerReveal Email/Phone
3
Chief Operating OfficerReveal Email/Phone
4
Chief Operating OfficerReveal Email/Phone
5
Senior Wealth Advisor & Director - Financial PlanningReveal Email/Phone
6
Associate Director | Client ServicesReveal Email/Phone
7
Senior Wealth Advisor & Director - Financial PlanningReveal Email/Phone
8
Client Services ManagerReveal Email/Phone
9
Client Service ManagerReveal Email/Phone
10
Relationship ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
N/A12-8%N/AN/A
#2
$8.2M40-2%N/AN/A
#3
$952.6M29309%N/AN/A
#4
$5.7M3421%N/AN/A
#5
$7.7M4416%N/AN/A
#6
$10M440%N/AN/A
#7
$53.1M4550%$130.9MN/A
#8
$22.5M1070%N/AN/A
#9
$21.2M73-13%N/AN/A
#10
$0.2M8-27%$1MN/A
Add Company

What Is Principle Wealth?

Principle Wealth is an independent registered investment advisory firm located in Madison and Westport, Connecticut. We provide wealth management and comprehensive financial planning services to individuals, families, and institutions.\n\nOur independence empowers us to provide custom-tailored financial solutions that are in the best interests of our clients.\n\nWith over 100 years of experience and a philosophy rooted in behavioral finance, we provide our clients with a holistic, unbiased approach to wealth management.

keywords:N/A

N/A

Total Funding

24

Number of Employees

N/A

Revenue (est)

9%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$2.5M240%N/A
#2
$4.5M249%N/A
#3
$4M2414%N/A
#4
N/A240%N/A
#5
$4.5M240%N/A