Round Table Wealth
Founded in 1999
We believe that the right approach to wealth management begins with proper planning to create a roadmap for our clients future to protect and grow wealth.
- Round Table Wealth 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 Round Table Wealth was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
Round Table Wealth's annual revenue
Based on Kona Equity data
Revenue per employee
Variance of revenue growth
Annual revenue growth since founding
Revenue growth rate from first known quarter to current
Employee growth rate from first known quarter to current
Chief Operating Officer & Wealth Advisormfirstname.lastname@example.org
Senior Director, Wealth Advisorfemail@example.com
Head Managing Director, Wealth Serviceskfirstname.lastname@example.org
Director, Wealth Advisormemail@example.com
Associate, Wealth Analystafirstname.lastname@example.org
Client Service Associatejemail@example.com
Director, Wealth Advisortfirstname.lastname@example.org
G Score - 7
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.
- G7 Website traffic rankings are better than the industry average
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- Name: Round Table Wealth
- Industry: Financial Planner
- SIC: 6211; 621
- NAICS: 541; 523
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Firmographic data G Score of 7 Founded in 1999 SIC: 6211 SIC: 621 NAICS: 541 NAICS: 523 #Finance #Investment Banking #Brokerage