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RTS Private Wealth

RTS Private Wealth

Financial ServicesFlag of USBoston, Massachusetts, United States1-10 Employees

Company overview

Headquarters280 Summer St, 9th Floor, Boston, Massachusetts 02210, US
Website
NAICS52
Employees1-10

Key Contacts at RTS Private Wealth

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Paul Roy

Co-Founder – Managing Director

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Kris Tedeschi

Co-Founder – Managing Director

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Elfidio Lopez Ordonez

Partner - Practice Director Of Operations

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Lauren Monaco

Partner – Practice Director

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Dennis Schmidt

Co-Founder – Managing Director

About RTS Private Wealth

RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service. With extensive experience and a team of highly credentialed professionals, we are committed to building long-lasting, multigenerational relationships that prioritize your financial well-being. RTS Private Wealth Management Group was founded by a team of dedicated professionals with a shared passion for helping clients achieve their financial dreams. With extensive industry experience, our founders, Paul, Dennis, and Kris, bring distinct backgrounds and experience that enrich our practice. From managing your investments to preserving your legacy, we offer personalized strategies that align with your goals, helping to ensure that your wealth supports the life you envision. Visit www.rtsprivatewealth.com to learn more. -- Securities and advisory services offered through &PARTNERS LLC, a registered broker-dealer and investment advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact RTS Private Wealth Management Group directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

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RTS Private Wealth revenue & valuation

Annual revenue$769,995
Revenue per employee$86,000
Estimated valuation?$2,500,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Partner
Founder/Owner
Manager

Employees by Department

RTS Private Wealth has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

RTS Private Wealth has never raised funding before.

RTS Private Wealth Tech Stack

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

Gravity Forms

Gravity Forms

Form builders

Vimeo

Vimeo

Video players

Animate.css

Animate.css

UI frameworks

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

RankMath SEO

RankMath SEO

SEO

Google Analytics

Google Analytics

Analytics

Swiffy Slider

Swiffy Slider

JavaScript libraries

Salesforce

Salesforce

CRM

Frequently asked questions

RTS Private Wealth is located in Boston, Massachusetts, US.
RTS Private Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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