West Branch Capital
Investment Management • 
Amherst, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 9 Research Drive, Suite 1, Amherst, MA 01002, US |
| Phone number | +14132561225 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 2004 |
| Employees | 1-10 |
| Socials |
Key Contacts at West Branch Capital
Ayaz Mahmud
Founder
Georgann Ramage
Director Of Operations
Cheryl Slattery
Director Of Operations
Wayne G Sharpe
Managing Director
Cheryl Slattery
Director Of Operations
West Branch Capital Email Formats
West Branch Capital uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@westbranchcapital.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@westbranchcapital.com | 62.5% |
{first name}{last name} | johndoe@westbranchcapital.com | 37.5% |
About West Branch Capital
West Branch Capital is an independent fee-only, SEC registered Investment Adviser acting in a fiduciary capacity providing holistic Wealth Management Services, Investment Management, Financial Planning, Estate Planning and Tax Strategies. Founded in 2004, West Branch Capital is an independently-owned, fee-only Registered Investment Adviser. Our core investment team collectively represents over 100 years of investment management experience. Our in-house investment management covers a broad spectrum of investment strategies, including Growth, Value, Balanced, Fixed Income (both taxable and tax-free), and Dynamic Asset Allocation. We also offer sophisticated financial plans tailored to clients’ current and future needs. Our planning process addresses virtually every aspect of a client’s financial life including estate planning, insurance, college and retirement needs. www.westbranchcapital.com Offices in Amherst, Hingham, and Hyannis, Massachusetts, and Williamsville, New York
West Branch Capital revenue & valuation
| Annual revenue | $27,300,000 |
| Revenue per employee | $2,728,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $87,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
West Branch Capital has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
West Branch Capital has never raised funding before.
West Branch Capital Tech Stack
Discover the technologies and tools that power West Branch Capital's digital infrastructure, from frameworks to analytics platforms.
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Development
Hosting
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Analytics
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Switzerland
Germany
China
Georgia
Australia
Frequently asked questions
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