Beatrice Advisors

Q: What is Beatrice Advisors's official website?

Beatrice Advisors's official website is www.beatriceadvisors.com

Q: What is Beatrice Advisors's Revenue?

Beatrice Advisors's revenue is <$5 Million

Q: What is Beatrice Advisors's SIC code?

Beatrice Advisors's SIC: 62,628

Q: What is Beatrice Advisors's NAICS code?

Beatrice Advisors's NAICS: 52,523

Q: How many employees does Beatrice Advisors have?

Beatrice Advisors has 11-50 employees

Q: What industry does Beatrice Advisors belong to?

Beatrice Advisors is in the industry of: Finance , Securities Trading

Q: What technology does Beatrice Advisors use?

Some of the popular technologies that Beatrice Advisors uses are: Microsoft 365, Amazon Web Hosting, Amazon Route 53, Microsoft Exchange Online

Q: What does Beatrice Advisors do?

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... egies 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. Read More

Q: Is Beatrice Advisors a public company?

Beatrice Advisors is private company therefore does not currently have an official ticker symbol

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

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Overview

Headquarters

52 Vanderbilt Ave 1405, New York City, N...

Website

www.beatriceadvisors.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

ZI Rank: 1

Signal Type

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ZI Rank

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

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Popular SearchesBeatrice AdvisorsSIC Code 62,628NAICS Code 52,523Show more

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Meredith Bowen

President & Chief Investment Officer

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