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Seventy2 Capital Wealth Management Revenue and Competitors

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Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Seventy2 Capital Wealth Management's estimated annual revenue is currently $12.1M per year.(i)
  • Seventy2 Capital Wealth Management's estimated revenue per employee is $189,000

Employee Data

  • Seventy2 Capital Wealth Management has 64 Employees.(i)
  • Seventy2 Capital Wealth Management grew their employee count by 33% last year.

Seventy2 Capital Wealth Management's People

NameTitleEmail/Phone
1
AVPReveal Email/Phone
2
SVPReveal Email/Phone
3
VPReveal Email/Phone
4
VPReveal Email/Phone
5
SVPReveal Email/Phone
6
SVP and Financial AdvisorReveal Email/Phone
7
SVPReveal Email/Phone
8
Financial Advisor, AVPReveal Email/Phone
9
VP, Financial AdvisorReveal Email/Phone
10
SVPReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$12.1M6433%N/AN/A
#2
$8.4M502%N/AN/A
#3
$174.6M6654%N/AN/A
#4
$5.4M320%N/AN/A
#5
$6.7M400%N/AN/A
#6
$25.4M1216%N/AN/A
#7
$3.8M260%N/AN/A
#8
$22.3M1060%N/AN/A
#9
$2.1M17-35%N/AN/A
#10
$7.9M4718%N/AN/A
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What Is Seventy2 Capital Wealth Management?

The company's name originates from the "Rule of 72", an investment formula that speaks to prosperity, growth, and the power of smart investing. It speaks to who we are and what our clients expect from us as their trusted advisors. Seventy2 Capital's principals draw on nearly 90 years of combined experience at some of Wall Street's largest firms to ensure our clients' success. Our commitment to maintaining the highest standards of care and professionalism in serving our clients has earned us some of the most advanced designations in the industry including the CIMA®, CFP®, CRPC®, and CRPS®. Seventy2 Capital Wealth Management is an independent private client practice that specializes in serving Fortune 500 executives, affluent families, and successful individuals, and trade associations. We help them define their most important financial goals, design a plan to achieve them, and consistently execute to make clients' aspirations a reality. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Seventy2 Capital Wealth Management LLC is a separate entity from WFAFN.

keywords:N/A

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Total Funding

64

Number of Employees

$12.1M

Revenue (est)

33%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$8.6M648%N/A
#2
$18.6M647%N/A
#3
$7.9M65-41%$32M
#4
$6.1M666%N/A
#5
$3.5M6616%N/A