Chartwell Financial Advisory

Business Services · Minnesota, United States · 51-200 Employees

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Overview

Headquarters

150 S 5th St Ste 2700, Minneapolis, Minn...

Phone Number

(612) 230-3100

Revenue

$51.6 Million

Industry

Business Services Project Management
ZI Rank: 2
Signal Type
Jan
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Jun
ZI Rank
2
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1
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2

About Chartwell Financial Advisory

Chartwell Financial Advisory, Inc. is a national leader in financial advisory services, dedicated to helping middle-market companies achieve sustainable results. The company offers a wide range of services including consulting, corporate finance, transaction opinions, and valuation, tailored to meet the unique needs of its clients across various industries. With a focus on independent, solutions-based advice, Chartwell assists stakeholders in making informed decisions regarding ownership and compensation. Their holistic approach and commitment to objectivity ensure that clients receive unbiased financial opinions and comprehensive analyses.Explore more
Chartwell Financial Advisory's Social MediaPopular SearchesChartwell Financial Advisory IncChartwellCCS Transactions LLCChartwell Benefits SolutionsChartwell Benefits Solutions LLCSIC Code 87,874NAICS Code 54,541Show more

Chartwell Financial Advisory Org Chart

Mark Kennedy, Chief Executive Officer at Chartwell Financial Advisory
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Chief Executive Officer

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Jeremy Alinder, Chief Financial Officer at Chartwell Financial Advisory
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Chief Financial Officer

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KL
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Controller

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KB
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CPA Controller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Chartwell Financial Advis...

$51.6M
51-200
Private
<$5M
2010
$63.4M
201-500
Private
<$5M
1975
MB
Mark BratteboSenior Managing Director and Co-CEO
$51.6M
51-200
Private
<$5M
1970
$21M
51-200
Private
<$5M
2008
Michael McAllister, Managing Director at NewOak Asset Management
Michael McAllisterManaging Director
$19.8M
51-200
Private
-
1939
KF
Kathleen FitzpatrickChief Financial Officer
$19.6M
51-200
Private
<$5M
2003
$9.7M
51-200
Private
-
1991
MA
Melih ArazManaging Director
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Chartwell Financial Advisory is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Chartwell Financial Advisory is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Chartwell Financial Advisory.

Chartwell Financial Advisory financials insights

Gather financial insights about Chartwell Financial Advisory, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$1M

See All Chartwell Financial Advisory's Financials Insights

Chartwell Financial Advisory Tech Stack

A closer look at the technologies used by Chartwell Financial Advisory

Most Recent Scoops

Open Position
Hiring Plans
Chartwell Financial Advisory has more open roles in Finance than it has had at any time in the past 12 months. Areas of expertise include: Financial Modeling, Business Presentations, Financial Analysis, Business Valuation, and Investment Banking.
Hiring Plans
Open Position
Open Position
Hiring Plans
Hiring Plans
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Top Business Services Companies

Frequently Asked Questions Regarding Chartwell Financial Advisory

What is Chartwell Financial Advisory's official website?
Chartwell Financial Advisory's official website is www.chartwellfa.com
What is Chartwell Financial Advisory's Revenue?
Chartwell Financial Advisory's revenue is $51.6 Million
What is Chartwell Financial Advisory's SIC code?
Chartwell Financial Advisory's SIC: 87,874
What is Chartwell Financial Advisory's NAICS code?
Chartwell Financial Advisory's NAICS: 54,541
How many employees does Chartwell Financial Advisory have?
Chartwell Financial Advisory has 51-200 employees
What industry does Chartwell Financial Advisory belong to?
Chartwell Financial Advisory is in the industry of: Business Services, Project Management
What is Chartwell Financial Advisory competition?
Chartwell Financial Advisory top competitors include: Tax & Financial Group, MPI, VRC, Warbird Consulting Partners
What companies has Chartwell Financial Advisory acquired?
Chartwell Financial Advisory has acquired the companies: Atlantic Management
What technology does Chartwell Financial Advisory use?
Some of the popular technologies that Chartwell Financial Advisory uses are: WordPress.org, reCAPTCHA, PHP, Eploy
Who is the CFO of Chartwell Financial Advisory?
Chartwell Financial Advisory's CFO is Jeremy Alinder
How do I contact Chartwell Financial Advisory?
Chartwell Financial Advisory contact info: Phone number: (612) 230-3100 Website: www.chartwellfa.com
What does Chartwell Financial Advisory do?

Chartwell Financial Advisory, Inc. is a national leader in financial advisory services, dedicated to helping middle-market companies achieve sustainable results. The company offers a wide range of services including consulting, corporate finance, transaction opinions, and valuation, tailored to meet the unique needs of its clients across various in... dustries. With a focus on independent, solutions-based advice, Chartwell assists stakeholders in making informed decisions regarding ownership and compensation. Their holistic approach and commitment to objectivity ensure that clients receive unbiased financial opinions and comprehensive analyses.Read More

What are Chartwell Financial Advisory social media links?
Chartwell Financial Advisory Linkedin page Chartwell Financial Advisory Twitter page Chartwell Financial Advisory Facebook page
Is Chartwell Financial Advisory a public company?
Chartwell Financial Advisory is private company therefore does not currently have an official ticker symbol
See more information about Chartwell Financial Advisory

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