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Roundview Capital Logo
Roundview Capital CB Rank
801690
Heat Score
57
Roundview Capital is a fee-based investment management and consulting company for families and institutions with high net worth.
Founded
obfuscation
Private Princeton, New Jersey, United States1-10 roundviewcapital.com/
Asset Management
Finance
Financial Services
Overview

Roundview Capital
Heat Score
57

Growth Score
pts
in past quarter
Heat Score 57
-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
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Roundview Capital

CB Rank
801690
Roundview Capital is a fee-based investment management and consulting company for families and institutions with high net worth.
Founded
obfuscation
Private Princeton, New Jersey, United States1-10 roundviewcapital.com/
Asset Management
Finance
Financial Services

Key People

Details

Legal Name Roundview Capital
Also Known As Roundview Capital, LLC
Operating Status Active
Company Type For Profit
Founders  Howard T. Alter, Stephen K. Shueh
Phone Number 609.688.9500
Contact Email howard@roundviewcapital.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
A service that manages investment portfolios for high net worth families and institutions, focusing on tailored asset allocation and risk management.
Investment Consulting
A consulting service providing advice and guidance on investment strategies and portfolio construction for wealthy families and institutions.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

164
192.86%
 in past month

IT Spend

$174.7KThis year, Roundview Capital is projected to spend $174.7K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Employment Law Logo
Employment Law
100
Same Day Shipping Logo
Same Day Shipping
97
Age Discrimination in Employment Act (ADEA) Logo
Age Discrimination in Employment Act (ADEA)
97

Actively Used Products

10Roundview Capital uses 10 technology products and services including HTML5, Google Fonts, and  Vimeo, according to G2 Stack.

Active Website Tech Count

48Roundview Capital is actively using 48 technologies for its website, according to BuiltWith. These include Common Crawl, IPhone / Mobile Compatible, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Roundview Capital's headquarters? Roundview Capital is located in Princeton, New Jersey, United States.Who are Roundview Capital's competitors? Alternatives and possible competitors to Roundview Capital may include HighTower Advisors, Cresset, and  Cambridge Associates.
Who We Are
What We Do
Helpful Links
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