Bison Holdings

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

3550 Lenox Rd NE Ste 2550, Atlanta, Geor...

Phone Number

(770) 350-8700

Revenue

<$5 Million

Industry

Finance Securities Trading Holding Companies & Conglomerates
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Bison Holdings

Bison was created by a multi-billion-dollar family office with the vision of offering a similar experience they have benefitted from to all of their clients. Our consortium of like-minded financial advisors can leverage the economies of scale and robust balance sheet of a common partner while maintaining the local autonomy to deliver custom solutions to clients.Explore more
Popular SearchesBison Holdings LLCBisonSIC Code 62,628NAICS Code 52,523Show more

Bison Holdings Org Chart

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Bison Holdings

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$6.9M
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Private
-
-
WM
Wanda MercadoClient Service Manager
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2011
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Nikki DubeRelationship Manager
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David TheisNapfa-Registered Financial Advisor
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SB
Stephanie BlakesFounder & President
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N/A
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

Bison Holdings is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bison Holdings is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bison Holdings.

Bison Holdings Tech Stack

A closer look at the technologies used by Bison Holdings

Bison Holdings News & Media

  • Bison Continues to Expand in New York

    Bison adds experienced BNY portfolio manager to support continued growth in New York ATLANTA, April 28, 2026 /PRNewswire/ -- Bison Wealth continues to expand its presence in New York with the addition of Gregory Owsiany. Greg previously oversaw approximately $1.3B in client assets at BNY...
  • Bison Onboards High Profile Key Private Bank Team

    Bison Wealth has expanded its Philadelphia presence with the addition of Matthew Creciun and Rand Siegel ATLANTA, April 4, 2024 /PRNewswire/ -- Tom Scaturro, Senior Managing Director and Partner, is already making his mark at Bison, bringing onboard Matthew Creciun and Rand Siegel,...
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Frequently Asked Questions Regarding Bison Holdings

What is Bison Holdings's official website?
Bison Holdings's official website is www.bisonholdingsllc.com
What is Bison Holdings's Revenue?
Bison Holdings's revenue is <$5 Million
What is Bison Holdings's SIC code?
Bison Holdings's SIC: 62,628
What is Bison Holdings's NAICS code?
Bison Holdings's NAICS: 52,523
How many employees does Bison Holdings have?
Bison Holdings has 11-50 employees
What industry does Bison Holdings belong to?
Bison Holdings is in the industry of: Finance, Securities Trading, Holding Companies & Conglomerates
What is Bison Holdings competition?
Bison Holdings top competitors include: Fee-Only Financial Advisors, The Holben Group, Antaeus Wealth Advisors, Seren Wealth Advisors
What companies has Bison Holdings acquired?
Bison Holdings has acquired the companies: Truadvice
What technology does Bison Holdings use?
Some of the popular technologies that Bison Holdings uses are: Cloudflare CDN, HubSpot, Adobe Typekit, HubSpot Form Builder
How do I contact Bison Holdings?
Bison Holdings contact info: Phone number: (770) 350-8700 Website: www.bisonholdingsllc.com
What does Bison Holdings do?

Bison was created by a multi-billion-dollar family office with the vision of offering a similar experience they have benefitted from to all of their clients. Our consortium of like-minded financial advisors can leverage the economies of scale and robust balance sheet of a common partner while maintaining the local autonomy to deliver custom solutio... ns to clients.Read More

Is Bison Holdings a public company?
Bison Holdings is private company therefore does not currently have an official ticker symbol
See more information about Bison Holdings

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