Crown Wealth Group

Financial Services • Charlotte, North Carolina, United States • 1-10 Employees

Company overview

Headquarters	2108 South Boulevard, Suite 300, Charlotte, North Carolina 28203, US
Phone number	+17043603995
Website	crownwealthgroup.com
NAICS	52
Founded	2018
Employees	1-10
Socials

Key Contacts at Crown Wealth Group

Zac Obrien

Managing Director Of Athlete Division At Crown Wealth Group

Scott Drake

Managing Director – Charlotte

Doug Coppola

Executive Director & Investment Committee Chairman

Crown Wealth Group Email Formats

Crown Wealth Group uses 2 email formats. The most common is {first initial} (e.g., j@crownwealthgroup.com), used 90% of the time.

Format	Example	Percentage
{first initial}	j@crownwealthgroup.com	90%
{first name}	john@crownwealthgroup.com	10%

About Crown Wealth Group

Crown Wealth Group's Personal CFO platform offers comprehensive family-office solutions to affluent families in search of a unified point of contact for all their financial advice, planning, and execution needs.

Crown Wealth Group revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Manager

Entry

Employees by Department

Crown Wealth Group has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Crown Wealth Group has never raised funding before.

Crown Wealth Group Tech Stack

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

Google Hosted Libraries

CDN

Amazon Web Services

PaaS

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Node.js

Programming languages

Open Graph

Miscellaneous

Font Awesome

Font scripts

Vimeo

Video players

Google Analytics

Analytics

YouTube

Video players

RSS

Miscellaneous

Express

Web frameworks

Frequently asked questions

Crown Wealth Group is located in Charlotte, North Carolina, US.

You can reach Crown Wealth Group at +17043603995.

Crown Wealth Group was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Crown Wealth Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.