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West Branch Capital Revenue and Competitors

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Amherst, MA USA

Location

N/A

Total Funding

Investments

Industry

Employee Data

  • West Branch Capital has 9 Employees.(i)
  • West Branch Capital grew their employee count by -10% last year.

West Branch Capital's People

NameTitleEmail/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
$0.8M138%N/AN/A
#7
$328.9M1035-3%N/AN/A
#8
$360.1M11336%N/AN/A
#9
N/A130%N/AN/A
#10
$3.3M21-12%N/AN/A
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What Is West Branch Capital?

West Branch Capital is an independent fee-only, SEC registered Investment Adviser acting in a fiduciary capacity providing holistic Wealth Management Services, Investment Management, Financial Planning, Estate Planning and Tax Strategies.\n\nFounded in 2004, West Branch Capital is an independently-owned, fee-only Registered Investment Adviser. Our core investment team collectively represents over 100 years of investment management experience. Our in-house investment management covers a broad spectrum of investment strategies, including Growth, Value, Balanced, Fixed Income (both taxable and tax-free), and Dynamic Asset Allocation.\n\nWe also offer sophisticated financial plans tailored to clients’ current and future needs. Our planning process addresses virtually every aspect of a client’s financial life including estate planning, insurance, college and retirement needs.\n\nwww.westbranchcapital.com\n\nOffices in Amherst, Hingham, and Hyannis, Massachusetts, and Williamsville, New York

keywords:N/A

N/A

Total Funding

9

Number of Employees

N/A

Revenue (est)

-10%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$0.7M950%N/A
#2
$1.6M10-9%N/A
#3
$0.9M10-17%N/A
#4
$1.4M10-58%N/A
#5
$1M1110%N/A