Where are RoundTable Financial Group employees located globally?

RoundTable Financial Group has employees across 1 continents and 1 countries including United States Of America.

How has RoundTable Financial Group's team size changed over time?

RoundTable Financial Group's team has decreased from approximately 7 to 5 employees based on available data.

RoundTable Financial Group Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

What’s Next Advisors provides financial advisory services to lower middle market and early stage companies.  We work with management to establish the funding runway, capital structure and critical KPIs in order to achieve growth and attract both strategic and financial partners. All capital raising is executed through Campfire Capital, a FINRA registered Broker/Dealer.

Find RoundTable Financial Group employees' phone numbers or email addresses

RoundTable Financial Group Global Highlights

North America
3

United States Of America
3

RoundTable Financial Group's Leadership

M. H.
Partner And Chief Compliance Officer
Mobile Phone
Email
E. J.
Partner
Mobile Phone
Email
R. L.
Partner
Mobile Phone
Email

RoundTable Financial Group Employee Metrics

100%

50%

2026

2025

Banking
Business Development
Legal
Accounting
Administrative
Other
Analytics

Contact profiles from RoundTable Financial Group

Name

Title

Contact Info

Location

Last Update

M. H.
Partner And Chief Compliance Officer
Mobile Phone
Email
United StatesConnecticut
Sep 09, 2025
E. J.
Partner
Mobile Phone
Email
United StatesConnecticut
Nov 21, 2024
R. L.
Partner
Mobile Phone
Email
United StatesConnecticut
Nov 06, 2024

Frequently Asked Questions

What is RoundTable Financial Group known for?

RoundTable Financial Group was founded in 2021 operates in the Financial Services industry. The company's main headquarters is located in 23a Charter Oak Drive New Canaan, Connecticut 06840 United States; you can contact the main corporate office by phone at

+1-914-234-****

. Explore RoundTable Financial Group's company overview page for more information.

What is RoundTable Financial Group's most common email format?

RoundTable Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more RoundTable Financial Group email formats with LeadIQ.

How many employees does RoundTable Financial Group have currently?

RoundTable Financial Group has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are RoundTable Financial Group's key employees and leadership?

As of February 2026, RoundTable Financial Group's key employees include:

Partner And Chief Compliance Officer: M. H.
Partner: E. J.
Partner: R. L.

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