TownSquare Capital

Finance · Utah, United States · 51-200 Employees

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Overview

Headquarters

5314 N 250 W Ste 210, Provo, Utah, 84604...

Phone Number

(385) 375-8650

Revenue

$17.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About TownSquare Capital

TownSquare Capital is a company that operates in the Investment Banking industry. It employs 50to99 people and has 10Mto25M of revenue. The company is headquartered in Provo, Utah.Explore more
TownSquare Capital's Social MediaPopular SearchesTownSquare CapitalTownSquare Capital LLCInvestors LLCTown Square LLCTown SquareSIC Code 62,621NAICS Code 52,523Show more

TownSquare Capital Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

TownSquare Capital

$17.9M
51-200
Private
<$5M
2016
$30.4M
51-200
Private
-
1977
SG
Sara GlossDirector, Finance & Manager, Administration, Compliance
$20.1M
11-50
Private
-
1987
Ronald Johnson, Chief Financial Officer at Litman Gregory Asset Management
Ronald JohnsonChief Financial Officer
$16.7M
51-200
Private
-
-
NR
Nikki ReichardtDirector, Client Relations & Manager, Office
$16.5M
11-50
Private
-
2008
Brendan Lake, Founder, President & Chief Executive Officer at PPB Capital Partners
Brendan LakeFounder, President & CEO
$6.3M
11-50
Private
-
1990
MC
Mary CornpropstChief Financial Officer
$5.6M
51-200
Private
-
2016
TO
Tetsuo OchiManaging Partner and CEO Managing Partner and Country Officer
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Company Profile Activity

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Activity Insights

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

What does this means?

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

TownSquare Capital financials insights

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

2020

Debt

$150K

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TownSquare Capital Tech Stack

A closer look at the technologies used by TownSquare Capital

Most Recent Scoops

Award
Mergers & Acquisitions (M&A)
Mergers & Acquisitions
Funding
TownSquare Capital has received an SBA PPP loan for $150,000-350,000 from Readycap Lending, LLC.
Funding
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TownSquare Capital News & Media

  • Orion Welcomes Industry Veteran Tom McCarthy as Executive Vice President of Wealth Management Sales

    OMAHA, Neb.--(BUSINESS WIRE)--Following Orion’s impressive M&A accomplishments in 2022 with the purchase of Redtail Technology and TownSquare Capital, Orion has announced a new Sales leader for its Wealth Management business line. Tom McCarthy joins Orion as the new Executive Vice President of Sales, effective immediately, to charter Orion’s course of continuing to grow its wealth management business and capitalize on the many opportunities the company’s ongoing organic and inorganic growth
  • Orion Completes Acquisition of TownSquare Capital

    OMAHA, Neb. & PROVO, Utah--(BUSINESS WIRE)--Orion Advisor Solutions, a leading provider of transformative wealthtech solutions for fiduciary advisors, announced today the completion of its acquisition of TownSquare Capital (TownSquare), a boutique, full-service investment and trading platform with an institutional mindset toward portfolio construction. Transaction details will not be disclosed. “Today, we officially add TownSquare to our wealth management business, creating more value for advis
  • Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations

    OMAHA, Neb., & PROVO, Utah--(BUSINESS WIRE)--Orion Advisor Solutions, a leading provider of transformative wealthtech solutions for fiduciary advisors, announced today a definitive agreement to expand its existing wealth management business by acquiring TownSquare Capital (TownSquare). Serving the financial advisor community with best-in-class investment strategies, TownSquare is a boutique, full-service investment and trading platform with an institutional mindset toward portfolio construction
Read more news

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Frequently Asked Questions Regarding TownSquare Capital

What is TownSquare Capital's official website?
TownSquare Capital's official website is www.townsquarecapital.com
What is TownSquare Capital's Revenue?
TownSquare Capital's revenue is $17.9 Million
What is TownSquare Capital's SIC code?
TownSquare Capital's SIC: 62,621
What is TownSquare Capital's NAICS code?
TownSquare Capital's NAICS: 52,523
How many employees does TownSquare Capital have?
TownSquare Capital has 51-200 employees
What industry does TownSquare Capital belong to?
TownSquare Capital is in the industry of: Finance, Securities Trading
What is TownSquare Capital competition?
TownSquare Capital top competitors include: Disciplined Equities Management, Ellwood Associates, Gerber Taylor, MCP Asset Management
What companies has TownSquare Capital acquired?
TownSquare Capital has acquired the companies: Brinker Capital, Redtail Technology, Orion Portfolio Solutions, CLS Investments
What technology does TownSquare Capital use?
Some of the popular technologies that TownSquare Capital uses are: reCAPTCHA, Google Universal Analytics, Cloudflare CDN, Proofpoint
How do I contact TownSquare Capital?
TownSquare Capital contact info: Phone number: (385) 375-8650 Website: www.townsquarecapital.com
What does TownSquare Capital do?

TownSquare Capital is a company that operates in the Investment Banking industry. It employs 50to99 people and has 10Mto25M of revenue. The company is headquartered in Provo, Utah.... Read More

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

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