Congress Wealth Management Revenue, Growth & Competitor Profile

DBA CONGRESS WEALTH MANAGEMENT ENHANCED YIELD FUND LP
DBA CONGRESS WEALTH MANAGEMENT LLC

Company Profile & Annual Report for Congress Wealth Management

Access the complete profile.

Congress Wealth Management Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	155 Seaport Blvd 3rd Floor Boston, MA 02210

Note: Revenues for privately held companies are statistical evaluations.


Congress Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Congress Wealth Management's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Congress Wealth Management is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Congress Wealth Management Annual Revenue and Growth Rate

Congress Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Congress Wealth Management's revenues are gauged from an analysis of company filings.

Congress Wealth Management's Income Statement (based on Industry Averages)

Congress Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Congress Wealth Management has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
January 25, 2023	90	N/A	$0 MM
Complete list of funding rounds and total amounts in the Company Report

Market Share of Congress Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Congress Wealth Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Congress Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
WELLINGTON MANAGEMENT	Boston, MA	100
EZE SOFTWARE GROUP	Boston, MA	18
PSG EQUITY	Boston, MA	6
PARTNERS CAPITAL INVESTMENT GROUP	Boston, MA	6
BATTERY MANAGEMENT	Boston, MA	4
HARVARD MANAGEMENT	Boston, MA	4

Other Companies at 155 Seaport Blvd, Boston MA

Company	Headquarters	Revenue ($ MM)
FOLEY HOAG	Boston, MA	100
NUTTER MCCLENNEN & FISH	Boston, MA	37
KHJ INTEGRATED MARKETING	Boston, MA	4
JOIN FOR JUSTICE	Boston, MA	3
COMBINED THERAPEUTICS	Boston, MA	1

Future Competition: Congress Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Congress Wealth Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)