Verdence Capital Advisors Revenue
Financial Services • 
50 Schilling Rd, Suite 300, United States • 51-100 Employees
Verdence Capital Advisors revenue & valuation
| Annual revenue | $5,000,000 |
| Revenue per employee | $95,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,000,000 |
| Total funding | No funding |
Key Contacts at Verdence Capital Advisors
Peter Mcgratty
Executive Director Of Ria Development
Steve Thacker
Managing Director, Partner
John Piccirilli
Director, Private Wealth Advisor
Sarah Mouser
Managing Director, Financial Planning
Matthew Andrulot
Managing Director Verdence Capital Advisors/ Ocio
Matthew Pietzak
Managing Director
Edward Karppi
Executive Director
Noel Lamontagne
Director
Michele Welsh
Chief Marketing Officer
Jason Edelson
Private Wealth Advisor, Executive Director
Company overview
| Headquarters | 50 Schilling Rd, Suite 300, Hunt Valley, Maryland 21031, US |
| Phone number | +14104725380 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advisory, Wealth Management, Family Office Services, Institutional Consulting, Business Exit, Liquidity Event Planning, Sports & Entertainment Clients, Corporate Executive Planning Services |
| Founded | 2017 |
| Employees | 51-100 |
| Socials |
Verdence Capital Advisors Email Formats
Verdence Capital Advisors uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@verdence.com), used 75.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@verdence.com | 75.9% |
{first name}{last name} | johndoe@verdence.com | 15.5% |
{last name}{last name} | doedoe@verdence.com | 6.9% |
{second initial}{last name} | odoe@verdence.com | 1.7% |
About Verdence Capital Advisors
We believe that building and safeguarding your wealth require a deliberate and comprehensive approach. That's why we start by providing you with a clear view of your entire financial landscape and then construct an unbiased, transparent financial plan with your best interests in mind. As your life evolves, so do your financial needs and goals. Managing your wealth can quickly become overwhelming and time-consuming, leaving little time for the things you enjoy. Our team understands the complexities that come with wealth and the challenges of staying on top of important obligations, such as managing new accounts, policies, properties, benefits, taxes, assets, appraisals, and deadlines. We provide a comprehensive analysis of your complete financial picture, including all asset classes and liabilities, in one place. Our experienced team of subject matter specialists—along with any additional advisors you may already have, such as accountants, legal, or insurance professionals—work together to identify gaps or redundancies and build a plan that evolves with your life. We serve executives, business owners, and families on a wide range of wealth matters. Our financial advisors in Hunt Valley, MD, Alexandria, VA, and Naples, FL, are ready to answer your questions and help you discover the meaning of true independence. We would be honored to be your next—and last—financial advisor.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Verdence Capital Advisors has 22 employees across 5 departments.
Departments
Number of employees
Funding Data
Verdence Capital Advisors has never raised funding before.
Verdence Capital Advisors Tech Stack
Discover the technologies and tools that power Verdence Capital Advisors's digital infrastructure, from frameworks to analytics platforms.
Security
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Analytics
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Miscellaneous
Programming languages
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Analytics
SEO
Colombia
United Kingdom
Italy
Germany
Frequently asked questions
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