Chase Investment
Finance · Virginia, United States · 11-50 Employees
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Overview
Headquarters
350 Old Ivy Way Ste 100, Charlottesville...Phone Number
(434) 293-9104Website
www.chaseinv.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
2
About Chase Investment
Chase Investment Counsel is a family and employee-owned wealth management firm based in Charlottesville, Virginia, offering personalized investment services since 1957. The firm specializes in providing wealth and investment management to individuals and families, focusing on building long-term relationships that span generations. Their disciplined investment management philosophy emphasizes active management tailored to clients' specific financial goals and risk tolerance. Chase Investment Counsel serves a diverse clientele, including career professionals, retirees, and women navigating unique financial planning needs.Explore more
Chase Investment Org Chart
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Activity Insights
Chase Investment is experiencing very low activity levels compared to other companies in the Finance sector.
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Chase Investment financials insights
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2020
Debt
$150K
Chase Investment Tech Stack
A closer look at the technologies used by Chase Investment
Most Recent Scoops
Project
A high-level source has indicated that the organization is planning to increase spending towards document scanning & signing within the next six months.
Spending/Investment, Request for Proposal (RFP), Document Management
Project
A high-level source has indicated plans to implement DocuSign and Zoom solutions as part of upcoming initiatives.
Project
A high-level source has indicated that the organization is planning to increase spending towards digital transformation within the next six months.
Spending/Investment, Request for Proposal (RFP), Digital Technology
Project
A high-level source has indicated that the organization is planning to increase spending towards accounting integration within the next six months.
Integration, Spending/Investment, Request for Proposal (RFP), Accounting
Project
Storage, Spending/Investment, Request for Proposal (RFP), Infrastructure, Data Management
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Frequently Asked Questions Regarding Chase Investment
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Chase Investment Counsel is a family and employee-owned wealth management firm based in Charlottesville, Virginia, offering personalized investment services since 1957. The firm specializes in providing wealth and investment management to individuals and families, focusing on building long-term relationships that span generations. Their disciplined... Read More
