R.M. Davis Revenue
Financial Services • 
Portland, Maine, United States • 51-100 Employees
R.M. Davis revenue & valuation
| Annual revenue | $8,973,388 |
| Revenue per employee | $123,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $28,800,000 |
| Total funding | No funding |
Key Contacts at R.M. Davis
George Carr
Managing Director
Geoffrey Alexander
Chief Executive Officer
Jonathan Wojtkun
Director Of Technology And Information Security
Kathleen De Silva
Vice President—Director Of Marketing & Communications
Drew Blaney
Director Of Finance
Company overview
| Headquarters | 24 City Center, Portland, Maine 04101, US |
| Phone number | +12077740022 |
| Website | |
| NAICS | 52 |
| SIC | 673 |
| Keywords | Wealth Management, Financial Planning, Investment Management, Trust Services, Personal Affairs Management |
| Founded | 1978 |
| Employees | 51-100 |
| Socials |
R.M. Davis Email Formats
R.M. Davis uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@rmdavis.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@rmdavis.com | 75% |
{last name}{last name} | doedoe@rmdavis.com | 15.4% |
{first initial}{second initial}{last name} | jodoe@rmdavis.com | 1.9% |
{first initial} | j@rmdavis.com | 1.9% |
{second initial}{last name} | odoe@rmdavis.com | 1.9% |
About R.M. Davis
Families, foundations and institutions deserve a wealth partner who thinks in decades, not days. R. M. Davis embraces this mindset. We take pride in helping our clients build enduring legacies since our founding in 1978. Today, with more than $7 billion in assets under management (as of 12/31/24), we are the trusted partner to discerning individuals and organizations seeking quality advice from an experienced firm. We provide a broad complement of wealth services and solutions, spanning across all wealth and life stages. We offer investment management, trust and estate services, financial planning, and personal affairs management. The R.M. Davis experience is different. When it comes to our clients' wealth, we are their first call. We know their hopes, dreams and fears -- and provide guidance along the journey of life. We're just as likely to meet with clients around their kitchen table as we are in a conference room. We continuously strive for better. We want to be better colleagues, better partners to our clients, and and better members of our community. Come visit us in our Portland or Portsmouth offices. Or better yet, let's meet at your kitchen table. Call us today to learn more. R.M. Davis does not provide direct or indirect compensation for any endorsement or testimonial, including for clicking the “Thumbs Up” or “Like” icon on any website, commenting, or reposting any material. All third-party comments are solely the opinions and the responsibility of the person or entity posting the comment and do not necessarily reflect the opinion of R.M. Davis.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
R.M. Davis has 20 employees across 7 departments.
Departments
Number of employees
Funding Data
R.M. Davis has never raised funding before.
R.M. Davis Tech Stack
Discover the technologies and tools that power R.M. Davis's digital infrastructure, from frameworks to analytics platforms.
Web servers
Security
JavaScript libraries
Tag managers
PaaS
Security
Miscellaneous
Analytics
Video players
Maps
South Africa
United Kingdom
Slovakia
Iran, Islamic Republic of
Frequently asked questions
4.8
40,000 users
