Bogart Wealth
Valuation
$28.3M
2024 Revenue
$9.4M
Funding
$0
Team
41
Founded
2016
How Bogart Wealth CEO James Bogart grew Bogart Wealth to $9.4M revenue with a 41 person team in 2024.
Registered investment advisory firm with a team of financial advisors and investment managers, headquartered in McLean, VA
Last updated
Bogart Wealth Revenue
In 2024, Bogart Wealth's revenue reached $9.4M. Since its launch in 2016, Bogart Wealth has shown consistent revenue growth.
| Year | Milestone |
|---|---|
| 2024 | Bogart Wealth Hit $9.4m revenue in June 2024 |
| 2016 | Launched with $0 revenue |
Bogart Wealth Valuation, Funding Rounds
Bogart Wealth's most recent disclosed valuation is $28.3M.
Bogart Wealth is a bootstrapped SaaS startup. Founded in 2016, Bogart Wealth has grown to $9.4M in revenue without raising any venture capital or outside funding.
As a self-funded SaaS company, Bogart Wealth has built its business with no outside investment.
| Year | Round | Amount | Valuation | % Sold |
|---|
Bogart Wealth Employees & Team Size
Bogart Wealth employs approximately 41 people as of 2026.
Bogart Wealth has 41 total employees in different roles and functions.
| Year | Milestone |
|---|---|
| 2024 | Reached 41 employees (December 2024) |
| 2024 | Reached 40 employees (July 2024) |
Founder / CEO
Q&A
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Customers
We do not have customer count information for Bogart Wealth yet.
Frequently Asked Questions about Bogart Wealth
What is Bogart Wealth's revenue?
Bogart Wealth generates $9.4M in revenue.
Who founded Bogart Wealth?
Bogart Wealth was founded by James Bogart.
Who is the CEO of Bogart Wealth?
The CEO of Bogart Wealth is James Bogart.
How much funding does Bogart Wealth have?
Bogart Wealth raised $0.
How many employees does Bogart Wealth have?
Bogart Wealth has 41 employees.
Where is Bogart Wealth headquarters?
Bogart Wealth is headquartered in McLean, Virginia, United States.
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Source Attribution
Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.
Company data last updated .