Chartwell Financial Advisory Revenue

Financial Services • Minneapolis, Minnesota, United States • 101-200 Employees

Chartwell Financial Advisory revenue & valuation

Annual revenue	$37,500,000
Revenue per employee	$308,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$120,000,000
Total funding	$990,000

Key Contacts at Chartwell Financial Advisory

Matt Clark

Managing Director

Tina Langlois

Managing Director

Ben Phillips

Managing Director

Ryan Rassin

Managing Director

Daniel Kaczmarek

Managing Director

Rachel Buse-Flaskey

Managing Director

Collin Mayer

Director

Tim Cleary

Managing Director

Ashleigh Newlin

Managing Director

Matt Schubring

Managing Director

Company overview

Headquarters	150 S Fifth Street, Suite 2700, Minneapolis, MN 55402, US
Phone number	+16122303100
Website	chartwellfa.com
NAICS	52
SIC	628
Keywords	Financial Advisory, Business Valuations, Capital Markets, Mergers & Acquisitions, Financial Restructuring, Executive Compensation Consulting, Ownership Transition, Compensation Consulting, Corporate Sustainability, Employee Stock Ownership Plans, Transaction Opinions, Esop Repurchase Obligation
Founded	1995
Employees	101-200
Socials

Chartwell Financial Advisory Email Formats

Chartwell Financial Advisory uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@chartwellfa.com), used 51.9% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@chartwellfa.com	51.9%
{first name}.{last name}	john.doe@chartwellfa.com	45.6%
{first initial}	j@chartwellfa.com	1.3%
{first initial}.{first initial}{first initial}	j.jj@chartwellfa.com	1.3%

About Chartwell Financial Advisory

You make decisions every day that impact the lives of many people. To do so requires exceptional knowledge, wisdom, and confidence. Our mission is to help you by giving you the most creative, responsible, and unbiased advice and solutions that can be found within the financial advisory industry. Chartwell is a national leader in strategic advisory, corporate finance, transaction opinions, and valuation, serving the unique needs of middle-market companies.

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry

Senior

C-Suite

Employees by Department

Chartwell Financial Advisory has 47 employees across 8 departments.

Departments

Number of employees

Funding Data

Explore Chartwell Financial Advisory's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2024-02-10	12	$990,000

Funding Insights

$990,000

Total funding amount

$990,000

Most recent funding amount

Number of funding rounds

Chartwell Financial Advisory Tech Stack

Discover the technologies and tools that power Chartwell Financial Advisory's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

AddToAny Share Buttons

WordPress plugins

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

WordPress

Blogs

AddToAny

Widgets

Google Analytics

Analytics

Bootstrap

UI frameworks

Frequently asked questions

Chartwell Financial Advisory is located in Minneapolis, Minnesota, US.

You can reach Chartwell Financial Advisory at +16122303100.

Chartwell Financial Advisory generates an estimated annual revenue of $37,500,000. This revenue figure reflects the company's market position and business performance in its industry.

Chartwell Financial Advisory has an estimated valuation of $120,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Chartwell Financial Advisory was founded in 1995, making it 31 years old. The company has established itself as a significant player in its industry over this time.

Chartwell Financial Advisory has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

Chartwell Financial Advisory has raised a total of $990,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contacts at Chartwell Financial Advisory

Matt Clark

Managing Director

Tina Langlois

Managing Director

Ben Phillips

Managing Director

Ryan Rassin

Managing Director

Daniel Kaczmarek

Managing Director

Rachel Buse-Flaskey