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Private Client Resources
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 MediumHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals. Wilton, Connecticut, United States Founded 2000 51-100 employees For Profit
The Power Behind Great UHNW Advisor/Client Interactions
Asset ManagementBankingBig DataData IntegrationFinanceFinTechPrivacyReal Estate InvestmentVenture CapitalWealth Management
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
1
Monthly Visits
Available in Pro Contacts
85
Company Details
Funding & Financials
Pro- 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
Pro- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 54
- Active products
- 12
- IT spend
- $411K
Company Info
- Founded
- 2000
- Employees
- 51-100
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- Founders
- 1
- News articles
- 17
- Events
- 1
- HQ
- Wilton, Connecticut, United States
- Region
- East Coast, New England, Northeastern US
Signals & Scores
- Heat score
- Medium
- Growth score
- Low
- Trend (7d)
- -0.1
- Trend (30d)
- -0.2
- Trend (90d)
- -0.1
- Last leadership hire
- Jul 7, 2025
Acquisitions by Private Client Resources
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Key People at Private Client Resources
CEO
85
professional contacts at Private Client Resources
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