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One Charles Private Wealth
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 HighHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 High growthGrowth score — momentum trend across web traffic, headcount and other growth signals. Hingham, Massachusetts, United States Founded 2015 1-10 employees For Profit
One Charles Private Wealth offers wealth management, financial planning, investment management, concierge, and banking services.
One Charles Private Wealth on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
One Charles Private Wealth was acquired by Coastal Bridge Advisors in 2026.
Last Funding
Acquisitions
0
Monthly Visits
Contacts
7
About One Charles Private Wealth
Funding & Financials
- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 11
- IT spend
- $75.75K
Company Info
- Founded
- 2015
- Employees
- 1-10
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- Founders
- 1
- News articles
- 3
- HQ
- Hingham, Massachusetts, United States
- Region
- Greater Boston Area, East Coast, New England
- Exit date
- Jun 30, 2026
Signals & Scores
- Heat score
- High
- Growth score
- High
- Trend (7d)
- 0.5
- Trend (30d)
- 8.7
- Trend (90d)
- 8.8
One Charles Private Wealth Key People
Founder
7
professional contacts at One Charles Private Wealth
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