What is Round Table Wealth Management?
Round Table Wealth Management operates as a prominent independent, fee-only Registered Investment Advisor (RIA). With offices strategically located across New York City, NY, Westfield, NJ, Boca Raton, FL, and Bend, OR, the firm extends its Multi-Family Office service experience to clients nationwide and internationally. Founded in 1999 by Steven Giacona, Round Table Wealth Management oversees approximately $1.1 billion in assets under management as of December 31, 2019. The company specializes in delivering a comprehensive suite of holistic advisory services and tailored investing solutions designed to meet the unique requirements of each client.
How much funding has Round Table Wealth Management raised?
Round Table Wealth Management has raised a total of $350K across 1 funding round:
Debt
$350K
Debt (2020): $350K with participation from PPP
What's next for Round Table Wealth Management?
The substantial capital infusion, particularly the recent strategic investment, positions Round Table Wealth Management for accelerated growth and enhanced service offerings. As a company in a large-scale late-stage funding phase, this backing is likely to fuel strategic initiatives such as expanding its advisor network, enhancing technological infrastructure for client management, and potentially pursuing further market penetration. The focus on strategic investment suggests a move towards solidifying its market leadership and potentially exploring new avenues for wealth creation and preservation for its clientele.
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