Roundview Capital

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

182 Nassau St Ste 201, Princeton, New Je...

Phone Number

(609) 688-9500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
Feb
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ZI Rank
2
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1
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2

About Roundview Capital

Roundview Capital is an SEC-registered investment advisor based in Princeton, New Jersey, specializing in family office services and investment management. The firm focuses on providing independent, fee-based financial advice tailored to the unique needs of each client, ensuring their financial affairs are well managed. With a disciplined, research-driven investment process, Roundview Capital aims to deliver peace of mind to families by coordinating their multifaceted financial objectives. Their commitment to aligning their interests with those of their clients sets them apart in the financial advisory landscape.Explore more
Roundview Capital's Social MediaPopular SearchesRoundview Capital LLCRoundview IncRoundview CapitalRoundviewcapitalRoundview Restaurant IncSIC Code 62,628NAICS Code 52,523Show more

Roundview Capital Org Chart

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Chief Financial Officer

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Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Roundview Capital

<$5M
11-50
Private
-
1992
JC
Janet ChenChief Financial Officer
$5M
11-50
Private
-
2000
TL
Tara LargentOffice Manager
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2011
DV
David ValentiPortfolio Manager
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Roundview Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Roundview Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Roundview Capital.

Roundview Capital Tech Stack

A closer look at the technologies used by Roundview Capital

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Frequently Asked Questions Regarding Roundview Capital

What is Roundview Capital's official website?
Roundview Capital's official website is www.roundviewcapital.com
What is Roundview Capital's Revenue?
Roundview Capital's revenue is <$5 Million
What is Roundview Capital's SIC code?
Roundview Capital's SIC: 62,628
What is Roundview Capital's NAICS code?
Roundview Capital's NAICS: 52,523
How many employees does Roundview Capital have?
Roundview Capital has 11-50 employees
What industry does Roundview Capital belong to?
Roundview Capital is in the industry of: Finance, Securities Trading
What is Roundview Capital competition?
Roundview Capital top competitors include: Pillar Wealth Management, Wealth Advisory Services, Virtue Asset Management, Fulcrum Wealth Advisors
What technology does Roundview Capital use?
Some of the popular technologies that Roundview Capital uses are: WooCommerce, WordPress.org, PHP, Proofpoint
Who is the CFO of Roundview Capital?
Roundview Capital's CFO is Janet Chen
How do I contact Roundview Capital?
Roundview Capital contact info: Phone number: (609) 688-9500 Website: www.roundviewcapital.com
What does Roundview Capital do?

Roundview Capital is an SEC-registered investment advisor based in Princeton, New Jersey, specializing in family office services and investment management. The firm focuses on providing independent, fee-based financial advice tailored to the unique needs of each client, ensuring their financial affairs are well managed. With a disciplined, research... -driven investment process, Roundview Capital aims to deliver peace of mind to families by coordinating their multifaceted financial objectives. Their commitment to aligning their interests with those of their clients sets them apart in the financial advisory landscape.Read More

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

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