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Roell Capital Management Logo
Roell Capital Management CB Rank
1316550
Heat Score
68
Roell Capital Management focuses on retirement analysis, estate planning, employee benefits, business continuation and advisory services.
Private Milwaukee, Wisconsin, United States1-10 roellcapital.com/
Advice
Financial Services
Overview

Roell Capital Management
Heat Score
68

Growth Score
pts
in past quarter
Heat Score 68
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
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
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About Roell Capital Management

CB Rank
1316550
Roell Capital Management focuses on retirement analysis, estate planning, employee benefits, business continuation and advisory services.
Private Milwaukee, Wisconsin, United States1-10 roellcapital.com/
Advice
Financial Services

Details

Operating Status Active
Company Type For Profit
Phone Number +1 414 273-7300
Contact Email blitwicki@financialguide.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that creates forward-looking financial plans to help clients manage finances and make informed decisions.
Financial Risk Management
A service to identify, assess, and manage financial risks through insurance and annuity products.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 7
News
Technology
View Tech Report

IT Spend

$181.3KThis year, Roell Capital Management is projected to spend $181.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Google (GOOG) Logo
Google (GOOG)
84
Mission Assurance Logo
Mission Assurance
75
Apple (AAPL) Logo
Apple (AAPL)
68

Active Website Tech Count

3Roell Capital Management is actively using 3 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m and  YouTube.
Sub-Organizations
Frequently Asked Questions

Where is Roell Capital Management's headquarters? Roell Capital Management is located in Milwaukee, Wisconsin, United States.Who are Roell Capital Management's competitors? Alternatives and possible competitors to Roell Capital Management may include Mariner Wealth Advisors, LPL Financial, and  Creative Planning.
Who We Are
What We Do
Helpful Links
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