Circle Wealth Management
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
126 E 56th St Fl 21, New York, New York,...Phone Number
(212) 283-1000Website
www.circlewm.comRevenue
$5.4 MillionIndustry
About Circle Wealth Management
CWM is a Registered Investment Advisory firm that empowers its clients to achieve their financial goals and priorities. Your Trusted Co-Pilot: The company works with clients in a way that makes sense for them, serving as a trusted co-pilot as the company navigate the complexities of planning and investing together. Depth of Expertise & Access: The company combines the access and expertise of a large firm with the deep client focus and attention to detail of a personal family office. Beyond Investing: The company assist the company's clients in all aspects of their financial lives, offering a broad range of customized services including wealth advisory, investment management and financial planning.Explore more
Circle Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Circle Wealth Management
$5.4M
11-50
Private
-
2007
DF
Daniel FlathPartner, Chief Technology Officer Portfolio Management Investment Committee
Circle Wealth Management Tech Stack
A closer look at the technologies used by Circle Wealth Management
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CWM is a Registered Investment Advisory firm that empowers its clients to achieve their financial goals and priorities. Your Trusted Co-Pilot: The company works with clients in a way that makes sense for them, serving as a trusted co-pilot as the company navigate the complexities of planning and investing together. Depth of Expertise & Access: The... Read More
