C³ Wealth Management
Financial Services • 
King of Prussia, Pennsylvania, United States • 11-20 Employees
Company overview
| Headquarters | 1000 Continental Drive, Suite 695, King Of Prussia, Pennsylvania 19406, US |
| Phone number | +120242025 |
| Website | |
| NAICS | 52 |
| Founded | 2021 |
| Employees | 11-20 |
Key Contacts at C³ Wealth Management
William Milne
Founder, Partner And Private Wealth Advisor
Brett Canna
Founder, Partner And Private Wealth Advisor
John Van Grinsven
Founder, Partner And Private Wealth Advisor At C³ Wealth Management
Elizabeth Rubush
Associate Financial Advisor And Director Of Insurance Operations
Joe Mattiola
Director Of Planning, Associate Portfolio Manager
Rachael Thompson
Chief Of Staff & Director Of Wealth Management
C³ Wealth Management Email Formats
C³ Wealth Management uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@commonwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@commonwealth.com | 100% |
About C³ Wealth Management
C3's goal is to protect our client. Our curiosity leads us to better solutions, and drives our willingness to educate clients. Each colleague cares deeply to go beyond the fiduciary standard. We believe honest collaboration provides clarity; resulting in a higher level of conviction and ultimately confidence in their progress toward their goals. Our clients understand what they are doing, and most importantly why they are doing it.
C³ Wealth Management revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
C³ Wealth Management has 11 employees across 6 departments.
Departments
Number of employees
Funding Data
C³ Wealth Management has never raised funding before.
C³ Wealth Management Tech Stack
Discover the technologies and tools that power C³ Wealth Management's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
JavaScript libraries
Tag managers
JavaScript frameworks
Hosting
Security
Miscellaneous
Customer data platform
Tag managers
JavaScript libraries
UI frameworks
France
United Kingdom
Germany
Frequently asked questions
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