Whelan Advisory

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

16 Douglas Ave, Hull, Massachusetts, 020...

Phone Number

(781) 925-0782

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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ZI Rank
2
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About Whelan Advisory

Whelan Advisory provides investment banking and capital services specifically tailored for owners and founders in the housing and construction sectors. Their offerings include mergers and acquisitions, private capital markets, and public capital markets, aimed at maximizing value and ensuring successful transactions. With over 90 years of combined experience and a track record of $34 billion in capital raised, they focus on high-growth clients with complex capital needs. The firm prides itself on building long-term relationships and delivering strategic advice aligned with clients' objectives.Explore more
Whelan Advisory's Social MediaPopular SearchesWhelan Advisory LLCWhelan Advisors LLCWhelan Advisory Services LLCWhelan Investment CoWhelanadvisoryllcSIC Code 62,621NAICS Code 52,523Show more

Whelan Advisory Org Chart

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Managing Director

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Vice President

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Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Whelan Advisory

<$5M
11-50
Private
-
2014
AF
Andrea FingerManaging Director
$6.6M
1-10
Private
-
2009
VY
Victor YangSummer Intern 2013
$5.7M
11-50
Private
-
2015
N/A
<$5M
11-50
Private
-
2009
MJ
Mary JosephsFounder & CEO
<$5M
1-10
Private
-
2010
MA
Mike AllenFounder & Principal
<$5M
1-10
Private
-
2016
GW
Gibbs WetherallVice President
<$5M
1-10
Private
-
2001
HT
Henry TowAssociate
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Whelan Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Whelan Advisory Tech Stack

A closer look at the technologies used by Whelan Advisory

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Frequently Asked Questions Regarding Whelan Advisory

What is Whelan Advisory's official website?
Whelan Advisory's official website is www.whelanadvisoryllc.com
What is Whelan Advisory's Revenue?
Whelan Advisory's revenue is <$5 Million
What is Whelan Advisory's SIC code?
Whelan Advisory's SIC: 62,621
What is Whelan Advisory's NAICS code?
Whelan Advisory's NAICS: 52,523
How many employees does Whelan Advisory have?
Whelan Advisory has 11-50 employees
What industry does Whelan Advisory belong to?
Whelan Advisory is in the industry of: Finance, Securities Trading
What is Whelan Advisory competition?
Whelan Advisory top competitors include: Bayfield Partners, PPAC Advisors, W Partners, Lane Capital Markets
What technology does Whelan Advisory use?
Some of the popular technologies that Whelan Advisory uses are: Google Universal Analytics, MailChimp, Squarespace Online Stores, Embedly
How do I contact Whelan Advisory?
Whelan Advisory contact info: Phone number: (781) 925-0782 Website: www.whelanadvisoryllc.com
What does Whelan Advisory do?

Whelan Advisory provides investment banking and capital services specifically tailored for owners and founders in the housing and construction sectors. Their offerings include mergers and acquisitions, private capital markets, and public capital markets, aimed at maximizing value and ensuring successful transactions. With over 90 years of combined... experience and a track record of $34 billion in capital raised, they focus on high-growth clients with complex capital needs. The firm prides itself on building long-term relationships and delivering strategic advice aligned with clients' objectives.Read More

What are Whelan Advisory social media links?
Whelan Advisory Linkedin page
Is Whelan Advisory a public company?
Whelan Advisory is private company therefore does not currently have an official ticker symbol
See more information about Whelan Advisory

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