Principle Wealth Revenue and Competitors
Estimated Revenue & Valuation
- Principle Wealth's estimated annual revenue is currently $5.9M per year.
- Principle Wealth's estimated revenue per employee is $202,759
Employee Data
- Principle Wealth has 29 Employees.
- Principle Wealth grew their employee count by 12% last year.
Principle Wealth's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Founder / CEO | Reveal Email/Phone |
2 | Chief Compliance Officer | Reveal Email/Phone |
3 | Chief Operating Officer | Reveal Email/Phone |
4 | Chief Operating Officer | Reveal Email/Phone |
5 | Senior Wealth Advisor & Director - Financial Planning | Reveal Email/Phone |
6 | Associate Director | Client Services | Reveal Email/Phone |
7 | Senior Wealth Advisor & Director - Financial Planning | Reveal Email/Phone |
8 | Client Services Manager | Reveal Email/Phone |
9 | Client Service Manager | Reveal Email/Phone |
10 | Relationship Manager | Reveal Email/Phone |
Principle Wealth Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $1.8M | 14 | -12% | N/A | N/A |
#2 | $8.1M | 48 | -2% | N/A | N/A |
#3 | $1033.7M | 3516 | 9% | N/A | N/A |
#4 | $6.9M | 41 | 21% | N/A | N/A |
#5 | $10M | 53 | 15% | N/A | N/A |
#6 | $10M | 53 | 0% | N/A | N/A |
#7 | $53.1M | 47 | 47% | $130.9M | N/A |
#8 | $23.5M | 112 | 0% | N/A | N/A |
#9 | $18.5M | 88 | -13% | N/A | N/A |
#10 | $0.2M | 8 | -33% | $1M | N/A |
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.
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Total Funding
29
Number of Employees
$5.9M
Revenue (est)
12%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Madison
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $5.9M | 29 | -9% | N/A |
#2 | $5.1M | 29 | 4% | N/A |
#3 | $4.5M | 29 | 12% | N/A |
#4 | $2.1M | 29 | 26% | N/A |
#5 | $4.1M | 29 | 0% | N/A |