TCV Trust & Wealth Management
Likely to Engage tag.Highly Engaged Employees

Finance · Virginia, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

204 S Jefferson St Ste 200, Roanoke, Vir...

Phone Number

(540) 343-1500

Revenue

$6.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
2
1
1
1

About TCV Trust & Wealth Management

TCV Trust & Wealth Management is an independent fiduciary and fee-only wealth management firm that specializes in asset management, trust administration, and estate services. They offer a range of investment services, including IRA rollovers and multiple investment strategies, tailored for individuals, families, endowments, and foundations. With a focus on personal relationships and high-quality service, their experienced professionals work closely with clients to meet their financial goals. The firm operates in multiple locations across Tennessee and Virginia, ensuring comprehensive support for their clients' needs.Explore more
TCV Trust & Wealth Management's Social MediaPopular SearchesTcv Trust & Wealth ManagementTCV Trust & Wealth Management IncThe Trust Company of VirginiaTrust Company of VirginiaTrust & Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

TCV Trust & Wealth Management Org Chart

PhoneEmail
AC
United States flag for contact location.

Controller

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.
DC
United States flag for contact location.

Managing Director - Co-Chief Executive Office...

PhoneEmail
WD
United States flag for contact location.

Portfolio Manager

PhoneEmail
MZ
United States flag for contact location.

Manager, Financial

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is TCV Trust & Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to TCV Trust & Wealth Management

Compare insights from companies similar to TCV Trust & Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

TCV Trust & Wealth Manage...

$6.1M
11-50
Private
-
1993
$43.6M
51-200
Private
-
1913
$7.6M
11-50
Private
-
1962
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
11-50
Private
-
1962
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

TCV Trust & Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

TCV Trust & Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about TCV Trust & Wealth Management.

TCV Trust & Wealth Management Tech Stack

A closer look at the technologies used by TCV Trust & Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding TCV Trust & Wealth Management

What is TCV Trust & Wealth Management's official website?
TCV Trust & Wealth Management's official website is www.tcvwealth.com
What is TCV Trust & Wealth Management's Revenue?
TCV Trust & Wealth Management's revenue is $6.1 Million
What is TCV Trust & Wealth Management's SIC code?
TCV Trust & Wealth Management's SIC: 62,628
What is TCV Trust & Wealth Management's NAICS code?
TCV Trust & Wealth Management's NAICS: 52,523
How many employees does TCV Trust & Wealth Management have?
TCV Trust & Wealth Management has 11-50 employees
What industry does TCV Trust & Wealth Management belong to?
TCV Trust & Wealth Management is in the industry of: Finance, Securities Trading
What is TCV Trust & Wealth Management competition?
TCV Trust & Wealth Management top competitors include: Chronos Wealth Management, Keiber Retirement Solutions, Chilton Capital Management, Reynolds Wealth Management
What technology does TCV Trust & Wealth Management use?
Some of the popular technologies that TCV Trust & Wealth Management uses are: WordPress.org, PHP, Google Cloud DNS, Google Universal Analytics
How do I contact TCV Trust & Wealth Management?
TCV Trust & Wealth Management contact info: Phone number: (540) 343-1500 Website: www.tcvwealth.com
What does TCV Trust & Wealth Management do?

TCV Trust & Wealth Management is an independent fiduciary and fee-only wealth management firm that specializes in asset management, trust administration, and estate services. They offer a range of investment services, including IRA rollovers and multiple investment strategies, tailored for individuals, families, endowments, and foundations. With a... focus on personal relationships and high-quality service, their experienced professionals work closely with clients to meet their financial goals. The firm operates in multiple locations across Tennessee and Virginia, ensuring comprehensive support for their clients' needs.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.