Chartwell Financial Advisory, Inc. - Crunchbase Company Profile & Funding

Q: How much funding has Chartwell Financial Advisory, Inc. raised to date?

Chartwell Financial Advisory, Inc. has raised obfuscated.

Overview

Chartwell Financial Advisory, Inc.

Total Funding

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Learn more.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

Lorem ipsum dolor sit amet, consectetur

Raised Funding Round

Jan 1, 1970

Lorem ipsum dolor sit amet, consectetur

Raised Funding Round

Jan 1, 1970

Lorem ipsum dolor sit amet, consectetur

See more interactive data and historical milestones on desktop for the best experience

About Chartwell Financial Advisory, Inc.

CB Rank

105040

Chartwell Financial Advisory, Inc. is a Minnesotta-based financial services firm.

Founded

obfuscation

Private

Private Equity

Minneapolis, Minnesota, United States

101-250

chartwellfa.com

Consulting

Financial Services

Legal

Funding Rounds

Private Equity

OBF

obfuscation

Debt Financing

OBF

obfuscation

Details

Legal Name

Chartwell Financial Advisory, Inc.

Operating Status

Active

Company Type

For Profit

Contact Email

alex.vandehei@chartwellfa.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Runway Speculation

Products & Services

Purchase Price Allocation

A valuation process allocating the purchase price of a transaction across net working capital, tangible assets, and intangible assets for financial reporting.

Consulting Services

Advisory services focused on strategic ownership, compensation decisions, and organizational sustainability.

Unlock More with Crunchbase Pro

Full access to financial & funding data on unlimited profiles
Export up to 2k results/month for analysis
Track market signals on competitors, products, and R&D
Preview private company insights and predictions

Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Chartwell Financial Advisory, Inc.	1	obfuscated obfuscation	Keystone Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Chartwell Financial Advisory, Inc.	1	obfuscated obfuscation	Keystone Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Chartwell Financial Advisory, Inc.	1	obfuscated obfuscation	Keystone Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Chartwell Financial Advisory, Inc.	1	obfuscated obfuscation	Keystone Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Chartwell Financial Advisory, Inc.	1	obfuscated obfuscation	Keystone Capital	Private Equity

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Chartwell Financial Advisory, Inc.	1	obfuscated obfuscation	Keystone Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Chartwell Financial Advisory, Inc.	1	obfuscated obfuscation	Keystone Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Chartwell Financial Advisory, Inc.	1	obfuscated obfuscation	Keystone Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Chartwell Financial Advisory, Inc.	1	obfuscated obfuscation	Keystone Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Chartwell Financial Advisory, Inc.	1	obfuscated obfuscation	Keystone Capital	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Keystone Capital	Yes	Private Equity Round - Chartwell Financial Advisory, Inc.	Bill Sommerschield
Keystone Capital	Yes	Private Equity Round - Chartwell Financial Advisory, Inc.	Bill Sommerschield
Keystone Capital	Yes	Private Equity Round - Chartwell Financial Advisory, Inc.	Bill Sommerschield
Keystone Capital	Yes	Private Equity Round - Chartwell Financial Advisory, Inc.	Bill Sommerschield
Keystone Capital	Yes	Private Equity Round - Chartwell Financial Advisory, Inc.	Bill Sommerschield