The Roseline Group

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

140 Virginia St Ste 300, Richmond, Virgi...

Phone Number

(804) 545-7440

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 3
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
2
1
1
3

About The Roseline Group

The Roseline Group is a Richmond-based professional services firm that specializes in tax preparation, investment management, and financial planning for individuals, families, and closely held businesses. With over 100 years of combined experience, the firm offers a holistic approach to client service through its diverse team of professionals. Their services include tax services provided by Roseline Tax Advisors and investment services offered by Roseline Capitol Advisors. The firm aims to leverage its technical knowledge to meet the financial needs of its clients.Explore more
The Roseline Group's Social MediaPopular SearchesThe Roseline GroupThe Roseline Financial Group LLCRoseline Capitol Advisors LLCThe Roseline Financial GroupFeront, RoselineSIC Code 62,628NAICS Code 52,523Show more

The Roseline Group Org Chart

PhoneEmail
CA
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Manager, Tax

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DY
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Senior Associate

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Senior Associate

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Tax Associate

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Partner

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Partner

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Partner

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Senior Research Analyst & Trader & Team Coord...

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Tax Intern

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Spring Tax Intern

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Compare Similar Companies to The Roseline Group

Compare insights from companies similar to The Roseline Group, 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

The Roseline Group

<$5M
11-50
Private
<$5M
2005
<$5M
11-50
Private
-
1999
JN
Jia NiCo-Founder & Chief Technology Officer
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
DF
Diane FlemingOffice Manager
<$5M
1-10
Private
-
2016
MM
Marianne MayClient Support Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Roseline Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

The Roseline Group financials insights

Gather financial insights about The Roseline Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

2021

Debt

$252K

See All The Roseline Group's Financials Insights

The Roseline Group Tech Stack

A closer look at the technologies used by The Roseline Group

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Frequently Asked Questions Regarding The Roseline Group

What is The Roseline Group's official website?
The Roseline Group's official website is www.theroselinegroup.com
What is The Roseline Group's Revenue?
The Roseline Group's revenue is <$5 Million
What is The Roseline Group's SIC code?
The Roseline Group's SIC: 62,628
What is The Roseline Group's NAICS code?
The Roseline Group's NAICS: 52,523
How many employees does The Roseline Group have?
The Roseline Group has 11-50 employees
What industry does The Roseline Group belong to?
The Roseline Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is The Roseline Group competition?
The Roseline Group top competitors include: Fountainhead Wealth, Radnor Financial Advisors, Stockade Wealth Management, Willson
What technology does The Roseline Group use?
Some of the popular technologies that The Roseline Group uses are: WooCommerce, WordPress.org, PHP, Barracuda Networks
How do I contact The Roseline Group?
The Roseline Group contact info: Phone number: (804) 545-7440 Website: www.theroselinegroup.com
What does The Roseline Group do?

The Roseline Group is a Richmond-based professional services firm that specializes in tax preparation, investment management, and financial planning for individuals, families, and closely held businesses. With over 100 years of combined experience, the firm offers a holistic approach to client service through its diverse team of professionals. Thei... r services include tax services provided by Roseline Tax Advisors and investment services offered by Roseline Capitol Advisors. The firm aims to leverage its technical knowledge to meet the financial needs of its clients.Read More

What are The Roseline Group social media links?
The Roseline Group Linkedin page The Roseline Group Facebook page
Who invested in The Roseline Group?
The Roseline Group has 2 investors including PPP and PPP.
Is The Roseline Group a public company?
The Roseline Group is private company therefore does not currently have an official ticker symbol
See more information about The Roseline Group

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