Insights

Leadership Expansion Recent hires of Managing Directors and the establishment of a Dallas office signal aggressive growth and a need for strategic advisory services, interim leadership, and executive recruitment support to scale operations and maintain governance.

Interim Leadership Launch of an Interim Leadership practice creates opportunities to offer placement services, transition management, and scenario planning for clients undergoing leadership gaps, M&A integrations, or succession events.

Executive Compensation Growth Expansion of the executive compensation team indicates demand for compensation design, benchmarking, and governance advisory, suggesting upsell opportunities with privately held middle-market firms facing compensation optimization challenges.

Dallas Presence New Dallas office announcement and MD in that market open avenues to target regional middle-market companies seeking local advisory, valuation, and transaction opinion services with a familiar, in-market team.

Strong Financial Health Mid-size revenue range and recent hiring spree imply capacity for expanded service lines, cross-sell of advisory, valuation, and corporate finance offerings, and potential partnership or retainer opportunities with growth-focused clients.

Chartwell Financial Advisory Tech Stack

Chartwell Financial Advisory uses 8 technology products and services including MySQL, Google Fonts API, Really Simple Discovery, and more. Explore Chartwell Financial Advisory's tech stack below.

  • MySQL
    Database
  • Google Fonts API
    Font Scripts
  • Really Simple Discovery
    Miscellaneous
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • AddToAny Share Buttons
    Web Platform Extensions
  • Nginx
    Web Servers
  • Magnific Popup
    Web Tools And Plugins

Chartwell Financial Advisory's Email Address Formats

Chartwell Financial Advisory uses at least 1 format(s):
Chartwell Financial Advisory Email FormatsExamplePercentage
First.Last@chartwellfa.comJohn.Doe@chartwellfa.com
88%
Last@chartwellfa.comDoe@chartwellfa.com
9%
FirstL@chartwellfa.comJohnD@chartwellfa.com
2%
Fir.Last@chartwellfa.comJoh.Doe@chartwellfa.com
1%

Frequently Asked Questions

What is Chartwell Financial Advisory's official website and social media links?

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Chartwell Financial Advisory's official website is chartwellfa.com and has social profiles on LinkedInCrunchbase.

How much revenue does Chartwell Financial Advisory generate?

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As of July 2026, Chartwell Financial Advisory's annual revenue is estimated to be $100M - $250M.

What is Chartwell Financial Advisory's NAICS code?

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Chartwell Financial Advisory's NAICS code is 52 - Finance and Insurance.

How many employees does Chartwell Financial Advisory have currently?

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As of July 2026, Chartwell Financial Advisory has approximately 147 employees across 2 continents, including North AmericaSouth America. Key team members include Chief Legal And Compliance Officer: C. V.Chief Engineer: D. R.President: B. O.. Explore Chartwell Financial Advisory's employee directory with LeadIQ.

What industry does Chartwell Financial Advisory belong to?

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Chartwell Financial Advisory operates in the Financial Services industry.

What technology does Chartwell Financial Advisory use?

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Chartwell Financial Advisory's tech stack includes MySQLGoogle Fonts APIReally Simple DiscoveryX-Content-Type-OptionsGoogle AnalyticsAddToAny Share ButtonsNginxMagnific Popup.

What is Chartwell Financial Advisory's email format?

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Chartwell Financial Advisory's email format typically follows the pattern of First.Last@chartwellfa.com. Find more Chartwell Financial Advisory email formats with LeadIQ.

How much funding has Chartwell Financial Advisory raised to date?

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As of July 2026, Chartwell Financial Advisory has raised $990K in funding. The last funding round occurred on Feb 10, 2024 for $990K.

When was Chartwell Financial Advisory founded?

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Chartwell Financial Advisory was founded in 1995.
Chartwell Financial Advisory logo

Chartwell Financial Advisory

Financial ServicesMinnesota, United States51-200 Employees

Chartwell Financial Advisory operates in the financial services industry and is based in Minneapolis, Minnesota, with a workforce of 51 to 200 employees. The firm describes itself as a national leader in strategic advisory, corporate finance, transaction opinions, and valuation, serving middle-market companies. It provides these services with a focus on mid-market clients. The company has pursued growth through leadership hires and appointments, including expanding its executive compensation team in 2026 and adding a Managing Director in Dallas in 2025, as well as appointing a CFO in 2025. In October 2025, Chartwell acquired Atlantic Management Company, a nationally recognized provider of valuation and transaction advisory services.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
1995
Employees
51-200

Section iconFunding & Financials

  • $990K

    Chartwell Financial Advisory has raised a total of $990K of funding over 1 rounds. Their latest funding round was raised on Feb 10, 2024 in the amount of $990K.

  • $100M - $250M

    Chartwell Financial Advisory's revenue is estimated to be in the range of $100M - $250M

Section iconFunding & Financials

  • $990K

    Chartwell Financial Advisory has raised a total of $990K of funding over 1 rounds. Their latest funding round was raised on Feb 10, 2024 in the amount of $990K.

  • $100M - $250M

    Chartwell Financial Advisory's revenue is estimated to be in the range of $100M - $250M

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