ClientWise

Mount Kisco, United States Founded: 2005 • Age: 21 yrs Acquired By Northwestern Mutual
Coaching and consulting services are offered to financial services firms.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees 4 Tracked headcount
Investors 1 Known backers
Products - Services tracked
Competitors - Brand Intelligence

About ClientWise

ClientWise is a company based in Mount Kisco (United States) founded in 2005 by Ray Sclafanni was acquired by Northwestern Mutual in January 2018. The company has 4 employees as of December 31, 2021.

  • Headquarter Mount Kisco, United States
  • Employees 4 as on 31 Dec, 2021
  • Founders Ray Sclafanni
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
Operational Areas
Not available
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    4

    as on Dec 31, 2021

  • Acquired by
    Northwestern Mutual

    (Jan 02, 2018)

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Funding Insights of ClientWise

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Detailed funding history for ClientWise

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Investors in ClientWise

ClientWise has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Northwestern Mutual.

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Institutional
Investor Description Founded Year Domain Location
Northwestern Mutual is engaged in financial planning and insurance services.
Locked Locked Locked
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Investor details for ClientWise

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Investments & Acquisitions by ClientWise

Investments
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Investment portfolio details for ClientWise

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Financial Statements - ClientWise

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Clientwise Comparisons

ClientWise Primary company
Description
Coaching and consulting services are offered to financial se...
Location
Mount Kisco, United States
Founded Year
2005
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
4
As of 2021
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Peer comparison for ClientWise

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Competitors of ClientWise

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Detailed competitors of ClientWise

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Latest news on Clientwise

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Complete news archive for ClientWise

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Frequently Asked Questions about ClientWise

ClientWise was founded in 2005.

ClientWise is headquartered in Mount Kisco, United States. It is registered at Mount Kisco, New York, United States.

Ray Sclafanni is the current CEO of ClientWise. They have also founded this company.

As of Dec 31, 2021, the latest employee count at ClientWise is 4.

ClientWise was founded in 2005 and is based in Mount Kisco, United States. Operations focus on the financial services sector, where coaching programs and consulting services are delivered to support profitability, team growth, and enterprise value enhancement. Key offerings include business valuations, leadership development, and succession planning. A research-driven approach is employed by certified coaches from the International Coaching Federation, who follow a strict ethical code to achieve measurable outcomes.

ClientWise has 1 investor. Key investors include Northwestern Mutual.

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