ClientWise

Business Services · New York, United States · 11-50 Employees

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Overview

Headquarters

487 E Main St Ste 303, Mount Kisco, New ...

Phone Number

(914) 244-1545

Revenue

$5.9 Million

Industry

Business Services Project Management
ZI Rank: 1
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ZI Rank
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About ClientWise

ClientWise is a business and executive coaching and consulting firm. It specializes in optimize growth and maximize revenue. The firm's full-services includes executive coaching for financial advisors, keynotes & presentations, development for coaches, proprietary research & content, and tools & assesments. The company was formed in 2006 and is based in Mount Kisco, New York.Explore more
ClientWise's Social MediaPopular SearchesClientwise LLCClientwiseClientwise IncClinwise LLCSIC Code 87,874NAICS Code 54,541Show more

ClientWise Org Chart

Ray Sclafani, Founder & Chief Executive Officer at ClientWise
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Founder & Chief Executive Officer

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Director

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Director of Coaching. Director of Executive C...

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Director, Operations

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Executive Assistant To the Chief Executive Of...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ClientWise

$5.9M
11-50
Private
-
2006
Ray Sclafani, Founder & Chief Executive Officer at ClientWise
Ray SclafaniFounder & CEO
$16.6M
11-50
Private
-
2011
PT
Pablo TerraChief People Officer & Founding Partner
$5.7M
11-50
Private
<$5M
1978
<$5M
11-50
Private
-
2003
RR
Ron ReynoldsChief Operating Officer
<$5M
1-10
Private
-
1995
CB
Cindi BetzoldArea Manager
<$5M
11-50
Private
-
2005
N/A
<$5M
1-10
Private
<$5M
2000
EP
Elizabeth PostExecutive Coaching, Leadership and Development, Bestselling Author. Keynote Speaker
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

ClientWise Tech Stack

ClientWise News & Media

  • ClientWise Appoints Tim Whiting as Chief Growth Officer to Lead Strategic Account Growth Strategy

    DALLAS--(BUSINESS WIRE)-- #businessconsulting--ClientWise – a premier business and executive coaching and consulting firm working exclusively with financial professionals and wealth managers – today announced that financial services veteran executive Tim Whiting has, as of January 13, 2025, joined the firm to serve as Chief Growth Officer. In this role, Whiting will be responsible for the continued growth of ClientWise’s professional coaching and consulting services – functioning as a vital stra
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Top Business Services Companies

Frequently Asked Questions Regarding ClientWise

What is ClientWise's official website?
ClientWise's official website is www.clientwise.com
What is ClientWise's Revenue?
ClientWise's revenue is $5.9 Million
What is ClientWise's SIC code?
ClientWise's SIC: 87,874
What is ClientWise's NAICS code?
ClientWise's NAICS: 54,541
How many employees does ClientWise have?
ClientWise has 11-50 employees
What industry does ClientWise belong to?
ClientWise is in the industry of: Business Services, Project Management
What is ClientWise competition?
ClientWise top competitors include: Libby Gill, CEG Worldwide, Peak Interests, The Oechsli Institute
What technology does ClientWise use?
Some of the popular technologies that ClientWise uses are: Cloudflare Website Optimization, Google Universal Analytics, Cloudflare CDN, Hubspot Content Management System
How do I contact ClientWise?
ClientWise contact info: Phone number: (914) 244-1545 Website: www.clientwise.com
What does ClientWise do?

ClientWise is a business and executive coaching and consulting firm. It specializes in optimize growth and maximize revenue. The firm's full-services includes executive coaching for financial advisors, keynotes & presentations, development for coaches, proprietary research & content, and tools & assesments. The company was formed in 2006 and is bas... ed in Mount Kisco, New York.Read More

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

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