Wisconsin Capital Management Revenue

Investment Management • Madison, Wisconsin, United States • 1-10 Employees

Wisconsin Capital Management revenue & valuation

Annual revenue	$3,000,000
Revenue per employee	$500,000
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

Key Contact at Wisconsin Capital Management

Tamara A. Champeny

Director Of Marketing + Business Development

Company overview

Headquarters	8020 Excelsior Dr, Suite 402, Madison, Madison 53717, US
Phone number	+16089604616
Website	wiscap.com
NAICS	5231
SIC	672
Keywords	Wealth Management, Trust And Estate Planning, Investment Advisory, Retirement Services
Founded	1984
Employees	1-10
Socials

Wisconsin Capital Management Email Formats

Wisconsin Capital Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@wiscap.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@wiscap.com	50%
{first name}{last name}	johndoe@wiscap.com	50%

About Wisconsin Capital Management

Wisconsin Capital Management provides a broad range of financial services for individuals and institutions, including personalized strategies for wealth management, retirement services and assisting with trust and estate planning. We have focused on separately managed accounts since the firm was founded in 1984. Wisconsin Capital Management has also served as the manager for our proprietary equity and balanced funds since their inception on May 24, 2007. We strive to deliver personalized customer service. We believe that quality service is a key to maintaining long-term relationships with our clients. We work closely with our clients to assist them in defining their investment goals and objectives and then to determine the optimal asset allocation between common stocks and bonds to meet those goals. Our portfolio managers implement the investment plan. We meet with our clients on a regular basis to review the investments and to update any changes in our clients’ goals and objectives.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Wisconsin Capital Management has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Wisconsin Capital Management has never raised funding before.

Wisconsin Capital Management Tech Stack

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

Salesforce Marketing Cloud Account Engagement

Marketing automation

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

GoDaddy

Hosting

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Frequently asked questions

Wisconsin Capital Management is located in Madison, Wisconsin, US.

You can reach Wisconsin Capital Management at +16089604616.

Wisconsin Capital Management generates an estimated annual revenue of $3,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Wisconsin Capital Management has an estimated valuation of $9,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Wisconsin Capital Management was founded in 1984, making it 42 years old. The company has established itself as a significant player in its industry over this time.

Wisconsin Capital Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Wisconsin Capital Management

Tamara A. Champeny

Director Of Marketing + Business Development

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