Summary
Enterprise Wealth Management
Founded in 2008
Description
Enterprise Wealth Management offers our clients peace of mind and security as we help build, manage, and preserve their wealth through client-centered, comprehensive services for individuals, businesses, and non-profit institutions. Our team of highly qualified and seasoned wealth management professionals provide local access to world-class research and investments, while holding themselves to the highest fiduciary standards. As a fiduciary, we put our clients interests before our own, adhering to the founding principles of Enterprise Bank, a true community bank that measures success not by transactions, but by our relationships with our customers and the positive impact we make in their lives and in our communities.
Strengths
- Enterprise Wealth Management has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since Enterprise Wealth Management was founded, the company has grown faster than the industry average
Weaknesses
- Employees are more likely to churn compared to the industry average
Annual Revenue
Enterprise Wealth Management's annual revenue
$4938000
Based on Kona Equity data
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Revenue per employee
$274333
-
Variance of revenue growth
0.03
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Annual revenue growth since founding
$308625
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Revenue growth rate from first known quarter to current
88.8%
Employee Count
18 employees
-
Employee growth rate from first known quarter to current
72.2%
-
Current employees on Linkedin
2
G Score - 6
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.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
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Key Information
- Name: Enterprise Wealth Management
- Category: Financial services
- Industry: Financial planner
- SIC: 62
- NAICS: 523; 52
See similar companies
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By City Lowell Small Financial planner in Lowell Mid-size Financial planner in Lowell Financial services in Lowell Small Financial services in Lowell Mid-size Financial services in Lowell
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By State MA Small companies in MA Financial services in MA Small Financial services in MA Mid-size Financial services in MA Small Financial planner in MA Mid-size Financial planner in MA
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By Category Financial services Small Financial services Mid-size Financial services
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By Industry Financial planner Small Financial planner Mid-size Financial planner Financial services and Financial planner
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Firmographic data G Score of 6 Founded in 2008 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Enterprise Wealth Management's headquarters are located at 222 Merrimack St. Lowell, MA 01852.
Enterprise Wealth Management's official website is enterprisewealth.com
Enterprise Wealth Management's annual revenue is $4.9 M.
Enterprise Wealth Management's SIC: 62
Enterprise Wealth Management's NAICS: 523; 52.
Enterprise Wealth Management has 18 employees
Enterprise Wealth Management is in the industry of Financial services.
