Insights

Restructuring niche Specializes in bankruptcy and restructuring with a track record of delivering settlements enhanced by hundreds of millions of dollars, presenting a clear value proposition for firms facing financial distress and needing professional turnarounds.

Boutique scale Small team (2-10 employees) suggests high agility and a personal touch, which can be leveraged to upsell specialized services to mid-market clients seeking customized restructuring and advisory support.

Tech-enabled delivery Utilizes modern tech stack including Google Cloud and Workspace, Squarespace, and modern web tools, indicating efficiency in client collaboration, data handling, and digital presence that can be aligned with scalable service offerings.

Revenue potential Reported revenue range of $1M-$10M with a claimed impact in settlements of hundreds of millions, signaling substantial value per engagement and opportunities to expand services with existing client base and partner networks.

Industry positioning Operates within the financial services space with comparison to large advisory firms; potential to differentiate through specialization in bankruptcy and restructuring for mid-market clients, presenting a targeting angle for banks, lenders, and distressed asset owners seeking expert advisory.

Similar companies to Charter Oak Financial Consultants, LLC

Charter Oak Financial Consultants, LLC Tech Stack

Charter Oak Financial Consultants, LLC uses 8 technology products and services including DNN, Squarespace, Squarespace Commerce, and more. Explore Charter Oak Financial Consultants, LLC's tech stack below.

Charter Oak Financial Consultants, LLC's Email Address Formats

Charter Oak Financial Consultants, LLC uses at least 1 email format:
Charter Oak Financial Consultants, LLC Email FormatsExamplePercentage
FLast@charteroakfc.comJDoe@charteroakfc.com
100%

Frequently Asked Questions

What is Charter Oak Financial Consultants, LLC's phone number?

Minus sign iconPlus sign icon
You can contact Charter Oak Financial Consultants, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Charter Oak Financial Consultants, LLC's official website and social media links?

Minus sign iconPlus sign icon
Charter Oak Financial Consultants, LLC's official website is charteroakfc.com and has social profiles on LinkedIn.

How much revenue does Charter Oak Financial Consultants, LLC generate?

Minus sign iconPlus sign icon
As of September 2026, Charter Oak Financial Consultants, LLC's annual revenue is estimated to be $1M - $10M.

What is Charter Oak Financial Consultants, LLC's SIC code and NAICS code?

Minus sign iconPlus sign icon
Charter Oak Financial Consultants, LLC's SIC code is 7389 - Business Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Charter Oak Financial Consultants, LLC have currently?

Minus sign iconPlus sign icon
As of September 2026, Charter Oak Financial Consultants, LLC has approximately 6 employees across 2 continents, including North America and Europe. Key team members include Partner: A. C. and Manager: L. S. Explore Charter Oak Financial Consultants, LLC's employee directory with LeadIQ.

What industry does Charter Oak Financial Consultants, LLC belong to?

Minus sign iconPlus sign icon
Charter Oak Financial Consultants, LLC operates in the Financial Services industry.

What technology does Charter Oak Financial Consultants, LLC use?

Minus sign iconPlus sign icon
Charter Oak Financial Consultants, LLC's tech stack includes DNN, Squarespace, Squarespace Commerce, Google Workspace, Google Fonts API, Google Cloud, Modernizr and Sitelinks Search Box.

What is Charter Oak Financial Consultants, LLC's email format?

Minus sign iconPlus sign icon
Charter Oak Financial Consultants, LLC's email format typically follows the pattern of FLast@charteroakfc.com. Find more Charter Oak Financial Consultants, LLC email formats with LeadIQ.
Charter Oak Financial Consultants, LLC logo

Charter Oak Financial Consultants, LLC

Financial ServicesNew York, United States2-10 Employees

Charter Oak Financial Consultants, LLC is a financial consulting firm that focuses on bankruptcy and restructuring. It guides clients through the full spectrum of the restructuring process, aiming to improve outcomes. Its work has resulted in settlements that are hundreds of millions of dollars more favorable for clients. Based in Mamaroneck, New York, the company operates with a small team in the financial services sector.

The firm serves clients facing complex financial challenges who need specialized restructuring guidance. Positioned within financial services as a focused advisor on insolvency-related matters, it emphasizes targeted support rather than broad advisory services.

Section iconCompany Overview

Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Charter Oak Financial Consultants, LLC's revenue is estimated to be in the range of $1M - $10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.