Summary
Congress Wealth Management
Founded in 2009
Description
Congress Wealth Management is a Boston-based, SEC registered investment management firm that provides innovative wealth solutions for high net worth individuals, families, foundations, and endowments. They offer a fully integrated approach to financial...
Strengths
- Congress Wealth Management has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Since Congress Wealth Management was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
Weaknesses
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
Annual Revenue
Congress Wealth Management's annual revenue
$4621000
Based on Kona Equity data
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Revenue per employee
$355462
-
Variance of revenue growth
0.28
-
Annual revenue growth since founding
$390000
-
Revenue growth rate from first known quarter to current
-51.2%
Employee Count
13 employees
-
Employee growth rate from first known quarter to current
-55.8%
Executives
Robert Driscoll
Vice President, Business Development
r**@congresswealth.comIldefonso Pillot-Olive
Relationship Manager
i**@congresswealth.comSarah Pearce
Senior Relationship Manager
s**@congresswealth.comVanessa Sandoval
Relationship Manager
v**@congresswealth.comBarbara Kramer
Relationship Manager
b**@congresswealth.comCandace Cavalier
Chief Compliance Officer
c**@congresswealth.comMichael Galvin
Managing Director
m**@congresswealth.comRichard Villiotte
Chief Operating Officer & Regulatory Contact Partner
r**@congresswealth.comMeghan Leach
Education & Certifications Senior Relationship Manager
m**@congresswealth.comRichard Barrett
Chief Information Officer
r**@congresswealth.comMatthew Bean
Senior Relationship Manager
m**@congresswealth.comG Score - 4
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
- G7 Website traffic rankings are better than the industry average
Web Analysis
-
Rank
2.97 M
Location
Unlock unlimited leads
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Key Information
- Name: Congress Wealth Management
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
See similar companies
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By City Boston Small Financial Planner in Boston Mid-size Financial Planner in Boston Investment management in Boston Small Investment management in Boston Mid-size Investment management in Boston
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By State MA Small companies in MA Investment management in MA Small Investment management in MA Mid-size Investment management in MA Small Financial Planner in MA Mid-size Financial Planner in MA
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By Category Investment management Small Investment management Mid-size Investment management
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Investment management and Financial Planner
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Firmographic data G Score of 4 Founded in 2009 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Congress Wealth Management's headquarters are located at 250 Northern Ave, Ste 310 Boston, MA 02210.
Congress Wealth Management's official website is congresswealth.com
Congress Wealth Management's annual revenue is $4.6 M.
Congress Wealth Management's SIC: 62
Congress Wealth Management's NAICS: 523; 52.
Congress Wealth Management has 13 employees
Congress Wealth Management is in the industry of Investment management.
