Blue Square Wealth

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

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Overview

Headquarters

17 State St Rm 3320, New York City, New ...

Phone Number

(646) 928-8000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
1
2
1
1

About Blue Square Wealth

Blue Square Wealth is dedicated to providing a less volatile investment experience, allowing clients to concentrate on what matters most to them. The company emphasizes a relationship-based, technology-driven approach to innovate and achieve better outcomes for its clients. By challenging the status quo, Blue Square Wealth aims to deliver a more comfortable and confident investment experience. Their services are designed for individuals seeking a reliable and less stressful investment strategy.Explore more
Blue Square Wealth's Social MediaPopular SearchesBlue Square Wealth LLCBlue Square WealthBlue Square Asset Management LLCSquare Management IncBlue Square Management IncSIC Code 62,628NAICS Code 52,523Show more

Blue Square Wealth Org Chart

PhoneEmail
JB
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Founding and Managing Principal Chief Investm...

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CS
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Strategy & Trading Head of Portfolio

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LM
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Director, Wealth Management

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FD
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Director, Financial Planning

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Blue Square Wealth

<$5M
11-50
Private
<$5M
2017
JB
Jay BluestineFounding and Managing Principal Chief Investment Officer
$7M
11-50
Private
-
2015
MC
Monica ChandraFounding Partner, President, Investment Committee Member
<$5M
11-50
Private
-
2014
<$5M
1-10
Private
-
2004
MW
Mark WagnerChief Financial Officer
<$5M
1-10
Private
-
2007
NW
Nicholas WhitcraftPresident & Chief Investment Officer
<$5M
1-10
Private
-
-
IS
Ignatius SmetekPresident & Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Blue Square Wealth financials insights

Gather financial insights about Blue Square Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Blue Square Wealth Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Blue Square Wealth

What is Blue Square Wealth's official website?
Blue Square Wealth's official website is www.bluesquarewealth.com
What is Blue Square Wealth's Revenue?
Blue Square Wealth's revenue is <$5 Million
What is Blue Square Wealth's SIC code?
Blue Square Wealth's SIC: 62,628
What is Blue Square Wealth's NAICS code?
Blue Square Wealth's NAICS: 52,523
How many employees does Blue Square Wealth have?
Blue Square Wealth has 11-50 employees
What industry does Blue Square Wealth belong to?
Blue Square Wealth is in the industry of: Finance, Securities Trading
What is Blue Square Wealth competition?
Blue Square Wealth top competitors include: Highmore Group Advisors, Arcataur Capital Management, Opportunity Capital, 3EDGE Asset Management
What technology does Blue Square Wealth use?
Some of the popular technologies that Blue Square Wealth uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Blue Square Wealth?
Blue Square Wealth contact info: Phone number: (646) 928-8000 Website: www.bluesquarewealth.com
What does Blue Square Wealth do?

Blue Square Wealth is dedicated to providing a less volatile investment experience, allowing clients to concentrate on what matters most to them. The company emphasizes a relationship-based, technology-driven approach to innovate and achieve better outcomes for its clients. By challenging the status quo, Blue Square Wealth aims to deliver a more co... mfortable and confident investment experience. Their services are designed for individuals seeking a reliable and less stressful investment strategy.Read More

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

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