LeadIQ logo
Learn more at LeadIQ.com

Insights

Loading spinner
Gathering insights about Chartwell Financial Advisory…

Similar companies to Chartwell Financial Advisory

Chartwell Financial Advisory Tech Stack

Chartwell Financial Advisory uses 8 technology products and services including MySQL, Google Cloud, jQuery, and more. Explore Chartwell Financial Advisory's tech stack below.

  • MySQL
    Database
  • Google Cloud
    Infrastructure As A Service
  • jQuery
    Javascript Libraries
  • Open Graph
    Miscellaneous
  • HSTS
    Security
  • Vimeo
    Video Players
  • Gravity Forms
    Web Platform Extensions
  • AddToAny
    Widgets

Media & News

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
87%
Last@chartwellfa.comDoe@chartwellfa.com
9%
FirstL@chartwellfa.comJohnD@chartwellfa.com
3%
Fir.Last@chartwellfa.comJoh.Doe@chartwellfa.com
1%

Frequently Asked Questions

Where is Chartwell Financial Advisory's headquarters located?

Minus sign iconPlus sign iconChartwell Financial Advisory's main headquarters is located at 150 S Fifth Street Suite 2700 Minneapolis, MN 55402 US. The company has employees across 4 continents, including North AmericaAsiaEurope.

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

Minus sign iconPlus sign iconChartwell Financial Advisory's official website is chartwellfa.com and has social profiles on LinkedIn.

How much revenue does Chartwell Financial Advisory generate?

Minus sign iconPlus sign icon As of January 2025, Chartwell Financial Advisory's annual revenue reached $15M.

What is Chartwell Financial Advisory's NAICS code?

Minus sign iconPlus sign iconChartwell Financial Advisory's NAICS code is 812990 - All Other Personal Services.

How many employees does Chartwell Financial Advisory have currently?

Minus sign iconPlus sign iconAs of January 2025, Chartwell Financial Advisory has approximately 113 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: I. D.Chief Operating Officer: M. P.Chief Legal And Compliance Officer: C. V.. Explore Chartwell Financial Advisory's employee directory with LeadIQ.

What industry does Chartwell Financial Advisory belong to?

Minus sign iconPlus sign iconChartwell Financial Advisory operates in the Financial Services industry.

What technology does Chartwell Financial Advisory use?

Minus sign iconPlus sign iconChartwell Financial Advisory's tech stack includes MySQLGoogle CloudjQueryOpen GraphHSTSVimeoGravity FormsAddToAny.

What is Chartwell Financial Advisory's email format?

Minus sign iconPlus sign iconChartwell Financial Advisory's email format typically follows the pattern of . Find more Chartwell Financial Advisory email formats with LeadIQ.

How much funding has Chartwell Financial Advisory raised to date?

Minus sign iconPlus sign icon As of January 2025, Chartwell Financial Advisory has raised $990K in funding. The last funding round occurred on Jan 10, 2024 for $990K.

When was Chartwell Financial Advisory founded?

Minus sign iconPlus sign iconChartwell Financial Advisory was founded in 1995.
Chartwell Financial Advisory

Chartwell Financial Advisory

Financial ServicesMinnesota, United States51-200 Employees

You make decisions every day that impact the lives of many people.  To do so requires exceptional knowledge, wisdom, and confidence.  Our mission is to help you by giving you the most creative, responsible, and unbiased advice and solutions that can be found within the financial advisory industry.  Chartwell is a national leader in strategic advisory, corporate finance, transaction opinions, and valuation, serving the unique needs of middle-market companies.

Section iconCompany Overview

Headquarters
150 S Fifth Street Suite 2700 Minneapolis, MN 55402 US
Website
chartwellfa.com
NAICS Code
812990 - All Other Personal Services
Founded
1995
Employees
51-200

Section iconMedia & News

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 Jan 10, 2024 in the amount of $990K.

  • $10M$50M

    Chartwell Financial Advisory's revenue is in the range of $10M$50M

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 Jan 10, 2024 in the amount of $990K.

  • $10M$50M

    Chartwell Financial Advisory's revenue is in the range of $10M$50M

Company Leadership

  • Stylized image of a person
    I. D.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. P.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. V.
    Chief Legal And Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. R.
    Chief Engineer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. H.
    Vice President Of Sales And Marketing
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    I. D.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    Co-Ceo/Cio
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. B.
    Cofounder And Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. F.
    Managing Director, Head Of Corporate Finance
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    Vice President
    Phone icon
    Mobile Phone

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.

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.