CW Advisors
Financial Services • 
Boston, Massachusetts, United States • 101-200 Employees
Company overview
| Headquarters | 155 Seaport Blvd, Boston, Massachusetts 02210, US |
| Phone number | +16174287600 |
| Website | |
| NAICS | 52 |
| Keywords | Family Office, Wealth Management, Institutional Quality Investments, Portfolio Construction Services |
| Founded | 2009 |
| Employees | 101-200 |
| Socials |
Key Contact at CW Advisors
CW Advisors Email Formats
CW Advisors uses 5 email formats. The most common is {first name}{last name} (e.g., johndoe@congresswealth.com), used 43.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@congresswealth.com | 43.4% |
{first name}.{last name} | john.doe@cwadvisorsgroup.com | 37.3% |
{first initial}{last name} | jdoe@congresswealth.com | 12% |
{last name}{last name} | doedoe@congresswealth.com | 3.6% |
{first initial}.{last name} | j.doe@cwadvisorsgroup.com | 2.4% |
About CW Advisors
CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our client’s needs is unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
CW Advisors revenue & valuation
| Annual revenue | $5,500,000 |
| Revenue per employee | $40,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $17,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
CW Advisors has 93 employees across 9 departments.
Departments
Number of employees
CW Advisors Tech Stack
Discover the technologies and tools that power CW Advisors's digital infrastructure, from frameworks to analytics platforms.
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United Kingdom
Australia
Malta
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Frequently asked questions
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