Summary

Round Table Wealth

Founded in 1999

Description

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.

Strengths

  • 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

Weaknesses

  • N/A

Annual Revenue

Round Table Wealth's annual revenue

$4860000

Based on Kona Equity data

  • Revenue per employee

    $221000

  • Variance of revenue growth

    0.0

  • Annual revenue growth since founding

    $211304

  • Revenue growth rate from first known quarter to current

    15.7%

Employee Count

22 employees

  • Employee growth rate from first known quarter to current

    4.8%

Executives

Steven Giacona

CEO

s**@roundtablewealth.com

Debora Brody

Controller

d**@roundtablewealth.com

Marcia Paltenstein

Chief Operating Officer & Wealth Advisor

m**@roundtablewealth.com

Frederic Behrens

Senior Director, Wealth Advisor

f**@roundtablewealth.com

Kimberly Sharp

Head Managing Director, Wealth Services

k**@roundtablewealth.com

Michael Fischer

Director, Wealth Advisor

m**@roundtablewealth.com

Alicia Wall

Associate, Wealth Analyst

a**@roundtablewealth.com

Jessica Chowdhury

Client Service Associate

j**@roundtablewealth.com

Taylor Thomas

Director, Wealth Advisor

t**@roundtablewealth.com

Tyler Farrell

Accounting Analyst

t**@roundtablewealth.com

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

Web Analysis

  • Rank

    2.68 M

Location

145 W 57th St, Fl 14 STE 448
New York City, NY  10019

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Key Information

  • Name: Round Table Wealth
  • Industry: Financial Planner
  • SIC: 6211; 621
  • NAICS: 541; 523
  • Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Round Table Wealth.

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