Congress Wealth Management
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
155 Seaport Blvd Fl 3, Boston, Massachus...Phone Number
(617) 428-7600Website
www.congresswealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Congress Wealth Management
Founded in 2009 and headquartered in Boston, Massachusetts, Congress Wealth Management provides wealth management and family office services to high-net-worth individuals, families, foundations and endowments, with an emphasis on comprehensive and customized client plans.Explore more
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Congress Wealth Management Tech Stack
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Most Recent Scoops
Promotion
Executive Move
Congress Wealth Management has announced that Richard Villiotte has been promoted from Chief Operating Officer to the role of President & Chief Operating Officer.
Mergers & Acquisitions (M&A)
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Mergers & Acquisitions (M&A)
Congress Wealth Management News & Media
Bain Capital Credit supports Audax’s investment in Congress Wealth Management
Congress was founded in 2009. The post Bain Capital Credit supports Audax’s investment in Congress Wealth Management appeared first on PE Hub.Gladstone Announces Significant Deal Prior to Its M&A Conference
PLYMOUTH MEETING, Pa.--(BUSINESS WIRE)--On the eve of the financial services M&A advisor and executive search firm’s two-day event for RIA wealth managers at the Borgata hotel & casino in Atlantic City, Gladstone has been recognized for its advisory role in the strategic combination between Audax Private Equity, an $18B middle market investment firm, and Boston based Congress Wealth Management, a $5B+ HNW/UHNW RIA. “We have had a long-standing relationship with Congress, as we representCI Financial Sells Its Minority Stake in Boston Wealth Manager - Barron's
The acquisitive Canadian company says owning minority stakes doesn’t fit with its model and that it will use the proceeds of the sale to pay down debt.Audax Private Equity Partners with Management to Recapitalize Congress Wealth Management
BOSTON--(BUSINESS WIRE)--Audax Private Equity (“Audax”), a leading alternative investment manager and capital partner to middle market companies, announced a strategic investment in Congress Wealth Management (“Congress”), a Boston-based, independent registered investment advisor (“RIA”) offering wealth management and investment advisory services to high-net-worth individuals and families in the United States. Audax is partnering with management to recapitalize Congress through a transaction in
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Founded in 2009 and headquartered in Boston, Massachusetts, Congress Wealth Management provides wealth management and family office services to high-net-worth individuals, families, foundations and endowments, with an emphasis on comprehensive and customized client plans.... Read More
