Private Client & Wealth Management Connections

Financial Services • • 1-10 Employees

Company overview

Headquarters	XX
Website	pcwm-connections.com
NAICS	52
Keywords	Private Client, Wealth Management, Communications, Relationship Management, Marketing Strategy, Business Development, Brand & Development Positioning, Event & Initiative Innovation
Founded	2021
Employees	1-10

Key Contact at Private Client & Wealth Management Connections

Philippa Burge

EA to Founder

About Private Client & Wealth Management Connections

I am an experienced and respected Business Development specialist operating in the Private Client and Wealth Management sectors. Over a period of 15 years I have sold to and advised many C-level Executives and Marketing professionals on how their businesses can connect with and communicate to a wider group of potential clients. I have used my communication skills to develop a level of trust across an extensive contact network providing innovative business opportunities and ideas which highlight my commercial acumen.

Private Client & Wealth Management Connections revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Private Client & Wealth Management Connections has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Private Client & Wealth Management Connections has never raised funding before.

Private Client & Wealth Management Connections Tech Stack

Discover the technologies and tools that power Private Client & Wealth Management Connections's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Priority Hints

Performance

Frequently asked questions

Private Client & Wealth Management Connections is located in XX.

Private Client & Wealth Management Connections was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Private Client & Wealth Management Connections has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Private Client & Wealth Management Connections

Philippa Burge

EA to Founder

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