The Welch Group Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • The Welch Group's estimated annual revenue is currently $6.7M per year.(i)
  • The Welch Group's estimated revenue per employee is $106,667

Employee Data

  • The Welch Group has 63 Employees.(i)
  • The Welch Group grew their employee count by 91% last year.

The Welch Group's People

NameTitleEmail/Phone
1
President and CEOReveal Email/Phone
2
Managing Member and Chief Compliance OfficerReveal Email/Phone
3
Member and Chief Investment OfficerReveal Email/Phone
4
Founder & Senior MemberReveal Email/Phone
5
Chief Compliance OfficerReveal Email/Phone
6
Chief Operating OfficerReveal Email/Phone
7
Investment Operations ManagerReveal Email/Phone
8
Analytics Manager, Trading & ReportingReveal Email/Phone
9
Talent Development ManagerReveal Email/Phone
10
AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$34.9M1314%N/AN/A
#2
$4.1M2926%N/AN/A
#3
$13.2M7214%N/AN/A
#4
$121M339-12%N/AN/A
#5
$47.6M1725%N/AN/A
#6
$14M45-27%N/AN/A
#7
$10.4M550%N/AN/A
#8
$10.2M41-9%N/AN/A
#9
$25.2M19568%N/AN/A
#10
$149.1M4934%N/AN/A
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What Is The Welch Group?

• The Welch Group, LLC was founded in 1984 as a way for Stewart H. Welch, III to serve the needs of the Birmingham community. As he began helping clients prepare for a secure financial future, he quickly realized there was a need for financial advice from an impartial, trustworthy source. The Welch Group was one of the first firms in the country to offer fee-only investment management and financial planning services for clients. We provide expertise in helping you manage, protect and transfer your wealth to future generations. With over 100 years of combined financial experience, our advisors’ goal is to make your life simpler and to allow you to more fully enjoy life’s journey.

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Total Funding

63

Number of Employees

$6.7M

Revenue (est)

91%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$9.3M630%N/A
#2
N/A6319%N/A
#3
$6.9M630%N/A
#4
$16.4M635%N/A
#5
$3.5M639%N/A