Prio Wealth Revenue and Competitors

Boston, MA USA

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Prio Wealth's estimated annual revenue is currently $4M per year.(i)
  • Prio Wealth's estimated revenue per employee is $158,900

Employee Data

  • Prio Wealth has 25 Employees.(i)
  • Prio Wealth grew their employee count by 0% last year.

Prio Wealth's People

NameTitleEmail/Phone
1
Chief operating officer/Chief compliance officerReveal Email/Phone
2
Managing Director, Chief Investment Officer Fixed IncomeReveal Email/Phone
3
Managing Director TradingReveal Email/Phone
4
Administrative DirectorReveal Email/Phone
5
Managing DirectorReveal Email/Phone
6
Managing DirectorReveal Email/Phone
7
Managing DirectorReveal Email/Phone
8
Relationship ManagerReveal Email/Phone
9
Operations ManagerReveal Email/Phone
10
Relationship ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$17.7M784%N/AN/A
#2
$1.6M12N/AN/AN/A
#3
$42.7M1719%N/AN/A
#4
$12.7M6227%N/AN/A
#5
$4M259%N/AN/A
#6
$0.8M1614%N/AN/A
#7
$328.9M1035-3%N/AN/A
#8
$360.1M11336%N/AN/A
#9
$3.3M21-12%N/AN/A
#10
$4.4M288%N/AN/A
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What Is Prio Wealth?

Prio Wealth, an independent Registered Investment Adviser (RIA) founded in 1988 in Boston, MA, enables clients to prioritize their financial and life goals. Their experienced team of professionals utilize a collaborative process to provide individuals, families and non-profit organizations with personalized wealth management and financial planning services.

keywords:N/A

N/A

Total Funding

25

Number of Employees

$4M

Revenue (est)

0%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$1.8M25-22%$50M
#2
$2.5M25-32%$37.7M
#3
$3.7M25N/AN/A
#4
$750M25-63%N/A
#5
$2.9M254%N/A