Principle Wealth

Financial Services • Madison, Connecticut, United States • 21-50 Employees

Company overview

Headquarters	670 Boston Post Rd, Madison, Connecticut 06443, US
Phone number	+12033188892
Website	principlewealthpartners.com
NAICS	52
SIC	628
Keywords	Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Tax Management, Charitable Giving
Founded	2017
Employees	21-50
Socials

Key Contacts at Principle Wealth

Samantha Eberl

Associate Director | Client Services

Robert S. Paolucci

Founder / Ceo

John Hannigan

Senior Wealth Advisor & Director - Financial Planning

Principle Wealth Email Formats

Principle Wealth uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@principlewealthpartners.com), used 75% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@principlewealthpartners.com	75%
{last name}{last name}	doedoe@principlewealthpartners.com	12.5%
{first initial}	j@principlewealthpartners.com	6.2%
{first name}{last name}	johndoe@principlewealthpartners.com	6.2%

About Principle Wealth

Principle Wealth is an independent registered investment advisory firm located in Madison and Westport, Connecticut. We provide wealth management and comprehensive financial planning services to individuals, families, and institutions. Our independence empowers us to provide custom-tailored financial solutions that are in the best interests of our clients. With over 100 years of experience and a philosophy rooted in behavioral finance, we provide our clients with a holistic, unbiased approach to wealth management.

Principle Wealth revenue & valuation

Annual revenue	$2,138,875
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,900,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Manager

Entry

Senior

Employees by Department

Principle Wealth has 14 employees across 5 departments.

Departments

Number of employees

Funding Data

Explore Principle Wealth's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2025-03-11	11	N/A

Funding Insights

Number of funding rounds

Principle Wealth Tech Stack

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

Thawte

SSL/TLS certificate authorities

Adobe Fonts

Font scripts

Apache HTTP Server

Web servers

reCAPTCHA

Security

jQuery

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Slick

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HSTS

Security

Open Graph

Miscellaneous

jQuery UI

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Frequently asked questions

Principle Wealth is located in Madison, Connecticut, US.

You can reach Principle Wealth at +12033188892.

Principle Wealth was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Principle Wealth

Samantha Eberl

Associate Director | Client Services

Robert S. Paolucci

Founder / Ceo

John Hannigan

Senior Wealth Advisor & Director - Financial Planning

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