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One Charles Private Wealth Logo
One Charles Private Wealth CB Rank
1081820
Heat Score
56
One Charles Private Wealth offers wealth management, financial planning, investment management, concierge, and banking services.
Founded
obfuscation
Private Hingham, Massachusetts, United States1-10 ocpws.com
Advice
Financial Services
Impact Investing
Wealth Management
Overview

One Charles Private Wealth
Heat Score
56

Growth Score
pts
in past quarter
Heat Score 56
-7 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 One Charles Private Wealth

CB Rank
1081820
One Charles Private Wealth offers wealth management, financial planning, investment management, concierge, and banking services.
Founded
obfuscation
Private Hingham, Massachusetts, United States1-10 ocpws.com
Advice
Financial Services
Impact Investing
Wealth Management

Key People

Details

Legal Name One Charles Private Wealth Services, LLC
Operating Status Active
Company Type For Profit
Founders  Paul Squarcia
Phone Number 1 617-337-4206
Contact Email Info@OCPWS.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
A service that manages clients' financial assets to meet their long-term financial goals through tailored investment strategies and portfolio oversight.
Financial Planning
A service that develops comprehensive financial plans to help clients organize their finances, plan for future needs, and achieve financial goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 6

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

108
390.91%
 in past month

IT Spend

$75.8KThis year, One Charles Private Wealth is projected to spend $75.8K on IT, according to Aberdeen.

Active Website Tech Count

30One Charles Private Wealth is actively using 30 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is One Charles Private Wealth's headquarters? One Charles Private Wealth is located in Hingham, Massachusetts, United States.Who are One Charles Private Wealth's competitors? Alternatives and possible competitors to One Charles Private Wealth may include Wellington Management, Stonehage Fleming Family & Partners, and  Rockefeller Capital Management.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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