About Canterbury Consulting
Canterbury Consulting is a Business Services company based in Newport Beach (United States) founded in 1988. Canterbury Consulting provides expert wealth management services to clients. It operates on a B2B model. The company has 67 employees. Its focus areas include Finance, Financial Services, Wealth Management and Consulting. Similar companies include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed similar companies has raised funding.
Company details
Canterbury Consulting canterbury consulting provides expert wealth management services to clients through finance, offering financial products and advice, managing wealth portfolios, and offering consulting services. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Newport Beach, United States
- Employees 67
- SectorsBusiness Services
- Phone•••• ••••
- Website canterburyconsulting.com
- Social LinkedIn
- Employee Count67
People of Canterbury Consulting
28 people are tracked at Canterbury Consulting (13 in leadership, 15 in team); the tracked headcount is 67.
| Name | Role | Group |
|---|---|---|
Jared Arteaga | Vice President | Leadership |
Michael Laven | CEO | Leadership |
Joel Zambrano | Director | Leadership |
Brandyn Murray | Vice President | Leadership |
Brandon Stillman | Vice President | Leadership |
Stuart Blair | Director | Leadership |
Jd Montgomery | Managing Director | Leadership |
Poorvi Parekh | Managing Director | Leadership |
Brenden Meek | Vice President | Leadership |
Nolan Wood | Managing Director | Leadership |
Adele Berwanger | Managing Director | Leadership |
Donny Lopiccolo | Vice President | Leadership |
Tiffany Tseng | Vice President | Leadership |
Karla F. | Senior Investment Analyst | Team |
Nicholas Sorpraseuth | Performance Manager | Team |
Keiichi Ono | Senior Investment Analyst | Team |
Mason Sorenson | Associate, Investment Research | Team |
Traci Splane | Sr Manager, Analytics | Team |
Monica Ortiz | Performance Analyst | Team |
Kyle McIntyre | Senior Associate - Venture Capital Research | Team |
8 more people are available in the full profile.
Complete people profiles for Canterbury Consulting
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Similar companies to Canterbury Consulting
Canterbury Consulting has 3 listed similar companies in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed similar companies of Canterbury Consulting
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Canterbury Consulting
Websites that share an audience with Canterbury Consulting (canterburyconsulting.com).
Websites whose visitors overlap most with Canterbury Consulting. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| redblacksoftware.com | 100% | 2.6K | #7,157,171 | View details | |
| verusinvestments.com | 100% | 5.5K | #3,392,993 | View details | |
| withintelligence.com | 90% | 70.2K | #744,219 | View details | |
| cambridgeassociates.com | 70% | 111.7K | #558,708 | View details | |
| ssctech.com | 66% | 92.8K | #419,314 | View details |
Top companies in Finance & Accounting Services
3 companies that operate in the same segment as Canterbury Consulting (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | USD 3.95 B | 70,100 | ||
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 54.77 M | 2,097 | ||
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Canterbury Consulting
Complete news archive for Canterbury Consulting
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Canterbury Consulting
Canterbury Consulting was founded in 1988.
Canterbury Consulting is headquartered in Newport Beach, United States. It is registered at Newport Beach, California, United States.
Canterbury Consulting has 67 employees.
Canterbury Consulting canterbury consulting provides expert wealth management services to clients through finance, offering financial products and advice, managing wealth portfolios, and offering consulting services. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
Canterbury Consulting's top competitors include Focus Financial Partners, Raymond James and Wintrust.