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West Branch Capital Revenue and Competitors

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Amherst, MA USA

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • West Branch Capital's estimated annual revenue is currently $1.4M per year.(i)
  • West Branch Capital's estimated revenue per employee is $136,200

Employee Data

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

West Branch Capital's People

NameTitleEmail/Phone
1
FounderReveal Email/Phone
2
Chief Investment OfficerReveal Email/Phone
3
Director OperationsReveal Email/Phone
4
Managing DirectorReveal Email/Phone
5
Director OperationsReveal Email/Phone
6
Business ManagerReveal Email/Phone
7
PrincipalReveal Email/Phone
8
Financial AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$19.1M848%N/AN/A
#2
$1.8M13N/AN/AN/A
#3
$46.2M1859%N/AN/A
#4
$4.1M264%N/AN/A
#5
$0.7M148%$1.11MN/A
#6
$355.3M1118-3%N/AN/A
#7
$372.1M11713%N/AN/A
#8
$1.9M140%N/AN/A
#9
$2.2M16-24%N/AN/A
#10
$4M25-11%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

10

Number of Employees

$1.4M

Revenue (est)

-9%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$1.3M1043%N/A
#2
$1M110%N/A
#3
$1.7M1110%N/A
#4
$1M120%N/A
#5
$1.2M130%N/A