Bison Wealth

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

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

Phone Number

(404) 841-2224

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Bison Wealth

Bison Wealth is a boutique wealth management firm dedicated to helping individuals and families build a lasting legacy through personalized wealth plans. They offer tailored advisory services including planning, investments, and innovative family office solutions designed to meet the unique goals of each client. Utilizing advanced technology and a deep understanding of client needs, Bison Wealth provides a differentiated client experience inspired by their multi-billion-dollar family office background. Their mission revolves around listening to clients first and crafting bespoke strategies to protect, plan, and grow their wealth.Explore more
Popular SearchesBison Wealth LLCSIC Code 62,628NAICS Code 52,523Show more

Bison Wealth Org Chart

RH
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Chief Executive Officer

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Chief Operating Officer

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CD
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Chief of Staff

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Thomas Scaturro, President at Bison Wealth
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President

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President

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HB
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Head of Corporate Development

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Director, Operations

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Director, Operations

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Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bison Wealth

$5.3M
11-50
Private
-
-
$5.6M
11-50
Private
-
1988
DS
Douglas SchimmelManaging Director, Chief Operating Officer
<$5M
11-50
Private
-
2007
Chris Joliet, Chief Technology Officer at CM Capital Advisors
Chris JolietChief Technology Officer
<$5M
1-10
Private
-
2020
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Bison Wealth Tech Stack

A closer look at the technologies used by Bison Wealth

Bison Wealth News & Media

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Frequently Asked Questions Regarding Bison Wealth

What is Bison Wealth's official website?
Bison Wealth's official website is www.bisonwealth.com
What is Bison Wealth's Revenue?
Bison Wealth's revenue is $5.3 Million
What is Bison Wealth's SIC code?
Bison Wealth's SIC: 62,628
What is Bison Wealth's NAICS code?
Bison Wealth's NAICS: 52,523
How many employees does Bison Wealth have?
Bison Wealth has 11-50 employees
What industry does Bison Wealth belong to?
Bison Wealth is in the industry of: Finance, Securities Trading
What is Bison Wealth competition?
Bison Wealth top competitors include: CM Capital Advisors, Defiant Capital Group, Sandler Capital Management, Park City Capital
What technology does Bison Wealth use?
Some of the popular technologies that Bison Wealth uses are: WordPress.org, reCAPTCHA, PHP, Google Universal Analytics
How do I contact Bison Wealth?
Bison Wealth contact info: Phone number: (404) 841-2224 Website: www.bisonwealth.com
What does Bison Wealth do?

Bison Wealth is a boutique wealth management firm dedicated to helping individuals and families build a lasting legacy through personalized wealth plans. They offer tailored advisory services including planning, investments, and innovative family office solutions designed to meet the unique goals of each client. Utilizing advanced technology and a... deep understanding of client needs, Bison Wealth provides a differentiated client experience inspired by their multi-billion-dollar family office background. Their mission revolves around listening to clients first and crafting bespoke strategies to protect, plan, and grow their wealth.Read More

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

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