No credit card. No commitment.
5000+ G2 reviews
Roundview Capital, LLC
Investment management
Founded in 2008
Princeton, New Jersey
roundviewcapital.comRoundview Capital, LLC
Investment managementFounded in 2008Princeton, New Jersey
EmployeesRoundview Capital, LLC's financial review
Roundview Capital, LLC's Revenue (Yearly)
1.4M
Employees
14
Roundview Capital, LLC information
Roundview Capital is an independent, fee-based investment management and advisory firm for high net worth families and institutions located in Princeton, New Jersey.
Roundview Capital, LLC industries
Our approach to capital allocation is valuedriven & utilizes multiple asset classes across a global
Family office services
Investment management
Tax
Roundview Capital, LLC's financial review
Roundview Capital, LLC's Revenue (Yearly)
1.4M
Employees
14
Employee Metrics
Technologies
Email Providers
Analytics and Tracking
Fonts
Other
CMS
Notable Alumni
Employees
Co-Founder
Incoming 2025 Summer Analyst
Director, Concierge Services
Partner
Chief Investment Officer
Prospect on LinkedIn
Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download Extension
Why our clients choose Apollo
“Apollo completely changed the game for us. It allowed us to identify relevant targets that are ready to scale and reach out to them at the exact right time.”
Erik Straub
Head of Product, Kickfurther
“Using Apollo.io, we've solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects.”
Michael Transon
CEO, Victorious
