Watermark Capital Management
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
1266 E Main St Fl 6, Stamford, Connectic...Phone Number
(212) 314-4600Website
www.watermarkcm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
1
1
1
1
About Watermark Capital Management
Watermark Capital Management offers tailored financial strategies to help clients achieve their retirement and long-term goals. Their services include financial planning, investment management, employer-sponsored plans, risk management, and estate planning strategies. The company focuses on understanding individual client needs and provides customized solutions with ongoing support. With a dedicated team of financial professionals, Watermark Capital Management emphasizes integrity and collaboration to guide clients through their financial journey.Explore more
Watermark Capital Management Org Chart
GG
Senior Managing Director and Financial Adviso...
MS
Senior Vice President
MM
Vice President
DW
Vice President
BG
Vice President and Retirement Planning Specia...
SS
Vice President
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Revenue
Number of Employees
Type
Funding
Founded In
$5.6M
11-50
Private
-
2015
GF
Gregory FeeseWealth Management For Business Owners, Athletes & Retirees Advisor
<$5M
1-10
Private
-
2011
Company Profile Activity
Activity Insights
Watermark Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Watermark Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Watermark Capital Management.
Watermark Capital Management Tech Stack
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Watermark Capital Management offers tailored financial strategies to help clients achieve their retirement and long-term goals. Their services include financial planning, investment management, employer-sponsored plans, risk management, and estate planning strategies. The company focuses on understanding individual client needs and provides customi... Read More
