Watermark Capital Management
Finance · Connecticut, United States · 1-10 Employees
View Company Info for Free
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
Get the full picture
Sign in to uncover key details.
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Watermark Capital Management your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Watermark Capital Management, which may be a good buyer, showed buying intent in Masked Content Topic
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Check if Watermark Capital Management has recently received funding, and reach out quickly before it becomes old news!
Website visits: Recent activity has been detected on your website
Congratulate Masked Content for being promoted to Masked Content at Watermark Capital Management
Product Launch: Get notified when Watermark Capital Management launches new products
Earning: See what the market has to say on Watermark Capital Management recently announced quarterly report
Funding: Get notified immidiatlly once Watermark Capital Management has new funding data
Check out if Watermark Capital Management is spiking on competitors!
Click to see if Watermark Capital Management had a recent Job posting/layoffs
Recommended Actions
Find VP level buyers at Watermark Capital Management
Find 2 more new buyers
Compare Similar Companies to Watermark Capital Management
Compare insights from companies similar to Watermark Capital Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
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
A closer look at the technologies used by Watermark Capital Management
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Watermark Capital Management
Sign Up For FreeTo access detailed company insights
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
