GCG Wealth Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · North Carolina, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
1415 Vantage Pk Dr 250, Charlotte, North...Phone Number
(407) 755-6400Website
www.gcgwm.comRevenue
$6.6 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
2
2
2
2
About GCG Wealth Management
GCG Wealth Management specializes in personalized financial services, including financial planning, retirement planning, estate planning, and risk management for ultra-high-net-worth clients. They provide customized strategies for wealth management, focusing on tax-efficient wealth transfer and comprehensive life insurance solutions. The firm also offers corporate and business solutions, assisting with succession planning and employee benefits. With a focus on building and maintaining long-term financial health, GCG aims to support clients through life's uncertainties.Explore more
GCG Wealth Management Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is GCG Wealth Management your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Check out if GCG Wealth Management is spiking on competitors!
Check if GCG Wealth Management has recently received funding, and reach out quickly before it becomes old news!
Website visits: Recent activity has been detected on your website
Congratulate Masked Content for being promoted to Masked Content at GCG Wealth Management
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Product Launch: Get notified when GCG Wealth Management launches new products
Funding: Get notified immidiatlly once GCG Wealth Management has new funding data
Earning: See what the market has to say on GCG Wealth Management recently announced quarterly report
GCG Wealth Management, which may be a good buyer, showed buying intent in Masked Content Topic
Click to see if GCG Wealth Management had a recent Job posting/layoffs
Recommended Actions
Reach out to Masked Content who joined GCG Wealth Management as Masked Content
Find 3 more new buyers
Compare Similar Companies to GCG Wealth Management
Compare insights from companies similar to GCG Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
GCG Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
GCG Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about GCG Wealth Management.
GCG Wealth Management financials insights
Gather financial insights about GCG Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
GCG Wealth Management Tech Stack
A closer look at the technologies used by GCG Wealth Management
Most Recent Scoops
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to financial reporting. The organization is currently evaluating InvoiceQuick.
Accounting, Financial Planning, Financial Reporting, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to asset management. The organization is currently evaluating various vendors.
Asset Management, Financial Planning, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to data storage and management. These efforts are focused on client data safety.
Data Center, Storage, Database, Infrastructure, Data Management, Financial Planning, Data Warehousing, Safety, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is planning to begin initiatives related to workforce planning within three to six months. The organization is currently evaluating ADP Workforce Now. These efforts are focused on benefits and payroll.
Accounting, Financial Planning, Compensation & Benefits, Employee Relations, Workforce Management, Finance, Financial Strategy, HR Operations
Project
Automation, Financial Planning, Financial Systems, Finance, Financial Strategy
GCG Wealth Management News & Media
GCG Wealth Management Announces the $80 million dollar recruitment from Wells Fargo
CHARLOTTE, N.C., July 8, 2021 /PRNewswire/ -- GCG Wealth Management, an independent, regional financial services firm that manages total client assets of more than $1.5 billion and provides financial strategies for investment management, financial planning, retirement planning, estate and...Charlotte-based GCG Wealth Management prepping for more acquisitions, HQ move to South End
"We're not Pac-Man trying to eat every dot we see, but we have intentional growth plans," says Joel Burris, president and managing partner at GCG Wealth Management.GCG Wealth Management Announces Launch of GCG Advisory Partners and Completes its Acquisition of Cooper Investment Company
CHARLOTTE, N.C., May 20, 2021 /PRNewswire/ -- GCG Wealth Management, an independent, regional financial services firm that manages total client assets of more than $1.5 billion and provides financial strategies for investment management, financial planning, retirement planning, estate and...
Read more news
Top Finance Companies
Top companies in Canada by revenue
Frequently Asked Questions Regarding GCG Wealth Management
Sign Up For FreeTo access detailed company insights
GCG Wealth Management specializes in personalized financial services, including financial planning, retirement planning, estate planning, and risk management for ultra-high-net-worth clients. They provide customized strategies for wealth management, focusing on tax-efficient wealth transfer and comprehensive life insurance solutions. The firm also... Read More
