Circle Wealth Management Revenue

Investment Management • 47 Maple Street, Suite 201, United States • 21-50 Employees

Circle Wealth Management revenue & valuation

Annual revenue	$1,796,655
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$5,800,000
Total funding	No funding

Key Contacts at Circle Wealth Management

Scott Dow

Senior Director, Portfolio Management And Investment Research

Dana Walsh

Senior Director

Lindsay Cherashore

Director

Susan Deegan-Feeley

Director, Client Services

Lauren Shenloogian

Managing Director

Theo Cambilis

Senior Director

Company overview

Headquarters	47 Maple Street, Suite 201, Summit, NJ 07901, US
Phone number	+12125616447
Website	circlewm.com
NAICS	5231
SIC	736
Keywords	Wealth Advisory And Investment Management
Founded	2007
Employees	21-50
Socials

Circle Wealth Management Email Formats

Circle Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@circlewm.com), used 70.8% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@circlewm.com	70.8%
{first name}{last name}	johndoe@circlewm.com	20.8%
{first initial}	j@circlewm.com	8.3%

About Circle Wealth Management

At Circle Wealth Management, we seek to empower our clients to achieve their financial goals through a collaborative process that emphasizes and respects their values and priorities.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

Manager

Employees by Department

Circle Wealth Management has 9 employees across 4 departments.

Departments

Number of employees

Funding Data

Circle Wealth Management has never raised funding before.

Circle Wealth Management Tech Stack

Discover the technologies and tools that power Circle Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

jQuery Mobile

Mobile frameworks

WPForms

Form builders

Google Maps

Maps

Animate.css

UI frameworks

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Apache HTTP Server

Web servers

UIKit

UI frameworks

jQuery

JavaScript libraries

PHP

Programming languages

Frequently asked questions

Circle Wealth Management is located in 47 Maple Street, Suite 201, US.

You can reach Circle Wealth Management at +12125616447.

Circle Wealth Management generates an estimated annual revenue of $1,796,655. This revenue figure reflects the company's market position and business performance in its industry.

Circle Wealth Management has an estimated valuation of $5,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Circle Wealth Management was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

Circle Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Circle Wealth Management

Scott Dow

Senior Director, Portfolio Management And Investment Research

Dana Walsh

Senior Director

Lindsay Cherashore

Director

Susan Deegan-Feeley

Director, Client Services

Lauren Shenloogian

Managing Director

Theo Cambilis