


JP Marvel Wealth Management Revenue
Investment Management • Boston, Massachusetts, United States • 1-10 Employees
JP Marvel Wealth Management revenue & valuation
| Annual revenue | $7,768,030 |
| Revenue per employee | $1,110,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $24,900,000 |
| Total funding | No funding |
Key Contacts at JP Marvel Wealth Management
Simon Howe
Director Of Client Operations
Luke Patton
Social Media Video Director
Company overview
| Headquarters | 265 Franklin St, Suite 902, Boston, Massachusetts 02110, US |
| Phone number | +16173425600 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Investment Management, Financial Planning, Financial Advisory, Portfolio Management, Equity Research, Private Wealth Management |
| Founded | 2007 |
| Employees | 1-10 |
| Socials |
JP Marvel Wealth Management Email Formats
JP Marvel Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@jpmarvel.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@jpmarvel.com | 100% |
About JP Marvel Wealth Management
JP Marvel is an SEC-registered investment advisory firm. The firm provides investment management and financial planning services to high net worth individuals and families, endowments, and foundations. Since 2007, JP Marvel has delivered a comprehensive set of solutions that help clients preserve, manage, and build their wealth. JP Marvel strives to foster and sustain long-term relationships that spans generations by merging their investment management and financial expertise.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
JP Marvel Wealth Management has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
JP Marvel Wealth Management has never raised funding before.
JP Marvel Wealth Management Tech Stack
Discover the technologies and tools that power JP Marvel Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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