Contravisory
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
120 Longwater Dr Ste 100, Norwell, Massa...Phone Number
(781) 740-1786Website
www.contravisory.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Contravisory
Contravisory Investment Management has been providing wealth management services since 1972, focusing on both private clients and institutional partners. The company leverages over 50 years of experience in equity research to deliver tailored portfolio solutions that align with clients' financial goals, including retirement and wealth transfer. They emphasize a personalized approach, building long-lasting relationships based on integrity and trust, and pride themselves on a concierge client experience. Their services include financial planning, tax and estate planning, and investment management, with a commitment to regular communication and progress monitoring.Explore more
Contravisory Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2011
Company Profile Activity
Activity Insights
Contravisory is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Contravisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Contravisory.
Contravisory financials insights
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2020
Debt
$150K
Contravisory Tech Stack
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Contravisory Investment Management has been providing wealth management services since 1972, focusing on both private clients and institutional partners. The company leverages over 50 years of experience in equity research to deliver tailored portfolio solutions that align with clients' financial goals, including retirement and wealth transfer. The... Read More
