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JP Marvel Wealth Management

JP Marvel Wealth Management Revenue

Investment ManagementFlag of USBoston, Massachusetts, United States1-10 Employees

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JP Marvel Wealth Management revenue & valuation

Annual revenue$7,768,030
Revenue per employee$1,110,000
Estimated valuation?$24,900,000
Total fundingNo funding

Key Contacts at JP Marvel Wealth Management

Flag of US

Simon Howe

Director Of Client Operations

Flag of US

Luke Patton

Social Media Video Director

Company overview

Headquarters265 Franklin St, Suite 902, Boston, Massachusetts 02110, US
Phone number+16173425600
Website
NAICS5231
SIC621
Keywords
Investment Management, Financial Planning, Financial Advisory, Portfolio Management, Equity Research, Private Wealth Management
Founded2007
Employees1-10
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.

FormatExamplePercentage
{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

Director
C-Suite
Entry

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.

Modernizr

Modernizr

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Cloudflare Bot Management

Cloudflare Bot Management

Security

Site Kit

Site Kit

Analytics

Vimeo

Vimeo

Video players

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Frequently asked questions

JP Marvel Wealth Management is located in Boston, Massachusetts, US.
You can reach JP Marvel Wealth Management at +16173425600.
JP Marvel Wealth Management generates an estimated annual revenue of $7,768,030. This revenue figure reflects the company's market position and business performance in its industry.
JP Marvel Wealth Management has an estimated valuation of $24,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
JP Marvel 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.
JP Marvel Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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