Roundview Capital
Investment Management • 
Princeton, New Jersey, United States • 11-20 Employees
Company overview
| Headquarters | Princeton, New Jersey, United States |
| Phone number | +16096889500 |
| Website | |
| NAICS | 5231 |
| SIC | 679 |
| Keywords | Tax, Legal., Concierge Services., Family Office Services., Financial Planning., Investment Management. |
| Founded | 2008 |
| Employees | 11-20 |
| Socials |
Key Contacts at Roundview Capital
Christina Keddie
General Counsel & Director Of Estate Planning Services
Kerri Martin
Director, Financial Analytics
Sarah Kempson
Director, Concierge Services
Adriana Marroquin-Soto
Director - Client Services
Roundview Capital Email Formats
Roundview Capital uses 1 email format. The most common is {first initial} (e.g., j@roundviewcapital.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@roundviewcapital.com | 100% |
About Roundview Capital
Roundview Capital is an independent, fee-based investment management and advisory firm for high net worth families and institutions located in Princeton, New Jersey.
Roundview Capital revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $250,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Roundview Capital has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Roundview Capital has never raised funding before.
Roundview Capital Tech Stack
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United Kingdom
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Frequently asked questions
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