Insights

Industry Focus Target financial services organizations with leadership gaps, succession planning needs, and Board-level advisory requirements, leveraging Chartwell's retained search expertise and industry specialization to position as a trusted partner for critical leadership hires.

Executive Mobility Capitalize on the pattern of client executives moving to chief roles at banks and financial institutions; offer transition search services and leadership assessments for successor readiness, using recent news as proof of talent mobility in the sector.

Growth Opportunities Identify banks and financial services firms undergoing growth or reorganizations where leadership expansion or realignment is needed; present tailored searches for CFO, COO, CIO, and CEO roles to support scale and strategic initiatives.

Strategic Partnerships Position Chartwell as a trusted advisory partner for boards and CEOs by emphasizing board search, governance optimization, and succession planning services to establish recurring engagement beyond single hires.

SMB to Mid-Market Expansion Leverage the firm’s mid-sized profile and strong client service ethos to win engagements with mid-market financial services firms seeking personalized, accountable retained search, contrasted with larger firm environments.

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Chartwell Partners Tech Stack

Chartwell Partners uses 8 technology products and services including WordPress, Shopify, Microsoft 365, and more. Explore Chartwell Partners's tech stack below.

Media & News

Chartwell Partners's Email Address Formats

Chartwell Partners uses at least 4 email formats:
Chartwell Partners Email FormatsExamplePercentage
FLast@chartwellpartners.comJDoe@chartwellpartners.com
87%
Last@chartwellpartners.comDoe@chartwellpartners.com
6%
First.Last@chartwellpartners.comJohn.Doe@chartwellpartners.com
5%
First@chartwellpartners.comJohn@chartwellpartners.com
2%

Frequently Asked Questions

What is Chartwell Partners's phone number?

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You can contact Chartwell Partners'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 Chartwell Partners's official website and social media links?

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Chartwell Partners's official website is chartwellpartners.com and has social profiles on LinkedIn.

How much revenue does Chartwell Partners generate?

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As of September 2026, Chartwell Partners's annual revenue is estimated to be $10M - $25M.

What is Chartwell Partners's SIC code and NAICS code?

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Chartwell Partners's SIC code is 7361 - Employment Agencies and NAICS code is 561312 - Executive Search Services.

How many employees does Chartwell Partners have currently?

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As of September 2026, Chartwell Partners has approximately 24 employees across 2 continents, including North America and Europe. Key team members include Head Chef: R. D., Partner: S. H. and Partner: K. F. Explore Chartwell Partners's employee directory with LeadIQ.

What industry does Chartwell Partners belong to?

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Chartwell Partners operates in the Executive Search Services industry.

What technology does Chartwell Partners use?

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Chartwell Partners's tech stack includes WordPress, Shopify, Microsoft 365, Barracuda Email Protection, Swiper, WP Engine, Google Tag Manager and jQuery Validation Plugin.

What is Chartwell Partners's email format?

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Chartwell Partners's email format typically follows the pattern of FLast@chartwellpartners.com. Find more Chartwell Partners email formats with LeadIQ.

When was Chartwell Partners founded?

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Chartwell Partners was founded in 2005.
Chartwell Partners logo

Chartwell Partners

Executive Search ServicesTexas, United States11-50 Employees

Chartwell Partners is a retained executive search and leadership advisory firm operating across the United States, with a particular focus on the Financial Services sector. The firm combines the depth and rigor typically associated with large firms with the focus and accountability of an advisory partner, working with boards, CEOs, and senior leadership teams to address critical leadership needs. Its services include executive and board search, succession planning, and leadership assessment, delivering tailored solutions aimed at strengthening leadership teams and supporting long-term success.

Based in Dallas, Texas, Chartwell positions itself as a small to mid-sized player in the executive search industry, employing focused industry practices and a collaborative approach. It serves organizations nationwide, helping them identify and place senior leaders to meet governance and strategic objectives. In early 2024, the firm highlighted several leadership placements within financial institutions, including a President and Chief Banking Officer appointment at Veritex Bank, illustrating its activity in placing senior talent for client goals.

Section iconCompany Overview

Phone number
SIC Code
7361 - Employment Agencies
NAICS Code
561312 - Executive Search Services
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Chartwell Partners's revenue is estimated to be in the range of $10M - $25M

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