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Chartwell Financial Advisory logo — Chartwell is a national leader in financial advisory working...

Chartwell Financial Advisory

Chartwell is a national leader in financial advisory working with middle-market companies across the U.S.

Founded 1995 United States Minneapolis, United States 114 employees Debt Financing Total: $990.00K Financial Services

General Information

Company Name Chartwell Financial Advisory
Founded Year 1995
Location United States Minneapolis, United States +9
Employees 114
Industries Financial Services
Funding Stage Debt Financing
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About Chartwell Financial Advisory

Chartwell Financial Advisory is a prominent player in the Financial Services industry, offering strategic advisory, corporate finance, transaction opinions, and valuation services to middle-market companies. Established in 1995 and headquartered in the United States, the company prides itself on providing creative, responsible, and unbiased advice to enable informed decision-making. With a clear focus on impacting lives through exceptional knowledge, wisdom, and confidence, Chartwell has positioned itself as a national leader in financial advisory. Their recent $990.00K debt financing investment on 10 January 2024 underscores their commitment to continued growth and service excellence. The absence of explicit details about the investors behind this specific investment leaves room for speculation on potential strategic partnerships or financial backings. Overall, Chartwell Financial Advisory's dedication to serving middle-market companies across the U.S. reflects a strong potential for sustained success and expansion in the financial advisory sphere.

Taxonomy: financial advisory, middle-market companies, strategic advisory, corporate finance, transaction opinions, valuation, national leader, unbiased advice, creative solutions, responsible solutions

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Debt Financing •••••• - 10 Jan 2024

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Chartwell Financial Advisory vs
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FAQ About Chartwell Financial Advisory

Chartwell is a national leader in financial advisory working with middle-market companies across the U.S.
Chartwell Financial Advisory was founded in 1995.
Chartwell Financial Advisory is headquartered in Minneapolis, United States.
Chartwell Financial Advisory operates in the following industries: Financial Services.
Chartwell Financial Advisory has approximately 114 employees.
Chartwell Financial Advisory has completed 1 funding round, raising a total of $990.00K. The latest funding stage is Debt Financing.
Top alternatives and competitors to Chartwell Financial Advisory include Freedom Street At Steward Partners, Shyam Advisory - Investment Advisor, Belay Advisory, Plan Ahead Wealth Advisors, Fusion Consulting Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Chartwell Financial Advisory and Freedom Street At Steward Partners are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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