Beatrice Advisors
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
52 Vanderbilt Ave Rm 1405, New York, New...Phone Number
(212) 688-1261Website
www.beatriceadvisors.comRevenue
<$5 MillionIndustry
About Beatrice Advisors
Beatrice Advisors is an independent, woman and minority-owned multi-family investment firm founded in 2022, dedicated to providing high-quality financial services to unadvised or under-advised wealthy families and individuals. The firm offers comprehensive wealth management, including financial planning, investment management, and specialized strategies for business owners and philanthropy. With a focus on helping clients navigate their financial lives, Beatrice Advisors aims to protect and grow wealth while aligning with the values and goals of each family. Founded by philanthropist Christina Lewis, the firm emphasizes the purpose of wealth and the importance of securing a legacy.Explore more
SIC Code 62,628NAICS Code 52,523Show more
Beatrice Advisors Org Chart
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Beatrice Advisors Tech Stack
A closer look at the technologies used by Beatrice Advisors
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Frequently Asked Questions Regarding Beatrice Advisors
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Beatrice Advisors is an independent, woman and minority-owned multi-family investment firm founded in 2022, dedicated to providing high-quality financial services to unadvised or under-advised wealthy families and individuals. The firm offers comprehensive wealth management, including financial planning, investment management, and specialized strat... Read More
