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Vigilant Wealth Management

Vigilant Wealth Management Revenue

Investment ManagementFlag of USPortland, Maine, United States21-50 Employees

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Vigilant Wealth Management revenue & valuation

Annual revenue$8,000,000
Revenue per employee$236,000
Estimated valuation?$25,600,000
Total fundingNo funding

Key Contacts at Vigilant Wealth Management

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Dan Mulkern

Principal & Founder

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Izabela Hallett

Director Of Client Development

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Scott Sorensen

Principal & Co-Founder

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Laura Daskoski

Managing Director

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Chris Lyford

Managing Director & Portfolio Manager

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Laura Daskoski

Managing Director

Company overview

HeadquartersOne Monument Square, Suite 601, Portland, ME 04101, US
Phone number+12075231110
Websites
NAICS5231
Keywords
Investment Management And Wealth Planning
Founded2002
Employees21-50
Socials

Vigilant Wealth Management Email Formats

Vigilant Wealth Management uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@vigilantcap.com), used 46.4% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@vigilantcap.com
82.1%
{last name}{last name}
doedoe@vigilantcap.com
10.7%
{first initial}{last name}{second initial}
jdoeo@vigilantcap.com
3.6%
{first name}{last name}
johndoe@vigilantcap.com
3.6%

About Vigilant Wealth Management

The Firm Vigilant Wealth Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. Our purpose is to guide our clients in managing their wealth in such a way that it positively impacts their lives and the lives of future generations. We work with high net worth individuals and families, as well as select non-profit and institutional organizations. Vigilant was founded in early-2002. In June 2023, Vigilant partnered with Hightower Advisors, LLC. Hightower Advisors, LLC is an SEC registered investment adviser. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC. For additional information and disclosures please visit: https://vigilantwm.com/

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Manager
C-Suite

Employees by Department

Vigilant Wealth Management has 17 employees across 4 departments.

Departments

Number of employees

Funding Data

Explore Vigilant Wealth Management's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2023-07-0119N/A

Funding Insights

1

Number of funding rounds

Vigilant Wealth Management Tech Stack

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

jQuery CDN

jQuery CDN

CDN

reCAPTCHA

reCAPTCHA

Security

Contentful

Contentful

CMS

PWA

PWA

Miscellaneous

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

styled-components

styled-components

Development

Amazon S3

Amazon S3

CDN

Amazon Web Services

Amazon Web Services

PaaS

Google Tag Manager

Google Tag Manager

Tag managers

Frequently asked questions

Vigilant Wealth Management is located in Portland, Maine, US.
You can reach Vigilant Wealth Management at +12075231110.
Vigilant Wealth Management generates an estimated annual revenue of $8,000,000. This revenue figure reflects the company's market position and business performance in its industry.
Vigilant Wealth Management has an estimated valuation of $25,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Vigilant Wealth Management was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.
Vigilant Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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