Altium Wealth Management
Likely to Engage tag.Highly Engaged Employees

Finance · New York, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

2500 Westchester Ave Ste 210, Purchase, ...

Phone Number

(914) 777-2500

Revenue

$7.9 Million

Industry

Finance Securities Trading

About Altium Wealth Management

Altium Wealth offers financial services consulting and investment management aimed at helping clients achieve their life goals. The firm employs a client-centric approach through its trademarked Vantage Point planning process, which delivers customized wealth management strategies. Their target clients include families, individuals, and business owners who seek guidance in managing their wealth responsibly. Altium Wealth is dedicated to providing individualized support and fostering meaningful relationships with its clients.Explore more
Altium Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Altium Wealth Management Org Chart

MB
United States flag for contact location.

Managing Director

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
RS
United States flag for contact location.

Chief Operating Officer

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.
KG
United States flag for contact location.

Vice President, Advisor Operations

PhoneEmail
RP
United States flag for contact location.

Vice President

PhoneEmail
DT
United States flag for contact location.

Associate VP, Advisory Operations

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Altium Wealth Management

Compare insights from companies similar to Altium Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Altium Wealth Management

$7.9M
11-50
Private
<$5M
2010
MB
Mitchell BrillManaging Director
$66.5M
11-50
Private
-
2003
NK
Nikki KrenkeDirector, Business Operations
$9M
11-50
Private
<$5M
2005
LS
Lori StevensonManaging Director, Retirement Operations
$5.4M
11-50
Private
<$5M
2008
MJ
Matthew JacksonSenior Vice President Wealth Advisor
<$5M
11-50
Private
<$5M
1985
Illustration of an envelope

Altium Wealth Management Tech Stack

A closer look at the technologies used by Altium Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Altium Wealth Management

What is Altium Wealth Management's official website?
Altium Wealth Management's official website is www.altiumwealth.com
What is Altium Wealth Management's Revenue?
Altium Wealth Management's revenue is $7.9 Million
What is Altium Wealth Management's SIC code?
Altium Wealth Management's SIC: 62,628
What is Altium Wealth Management's NAICS code?
Altium Wealth Management's NAICS: 52,523
How many employees does Altium Wealth Management have?
Altium Wealth Management has 11-50 employees
What industry does Altium Wealth Management belong to?
Altium Wealth Management is in the industry of: Finance, Securities Trading
What is Altium Wealth Management competition?
Altium Wealth Management top competitors include: Jackson Wealth Management, Bernicke Wealth Management, Compass Financial Partners, EnRich Financial Partners
What technology does Altium Wealth Management use?
Some of the popular technologies that Altium Wealth Management uses are: Salesforce Pardot, Proofpoint, Eploy, Google Cloud Web Serving
How do I contact Altium Wealth Management?
Altium Wealth Management contact info: Phone number: (914) 777-2500 Website: www.altiumwealth.com
What does Altium Wealth Management do?

Altium Wealth offers financial services consulting and investment management aimed at helping clients achieve their life goals. The firm employs a client-centric approach through its trademarked Vantage Point planning process, which delivers customized wealth management strategies. Their target clients include families, individuals, and business ow... ners who seek guidance in managing their wealth responsibly. Altium Wealth is dedicated to providing individualized support and fostering meaningful relationships with its clients.Read More

What are Altium Wealth Management social media links?
Altium Wealth Management Linkedin page Altium Wealth Management Twitter page Altium Wealth Management Facebook page
Is Altium Wealth Management a public company?
Altium Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Altium Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.