Bordeaux Wealth Advisors
Finance · California, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
1550 El Camino Real Ste 100, Menlo Park,...Phone Number
(650) 289-1105Revenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
2
2
2
2
2
About Bordeaux Wealth Advisors
Bordeaux Wealth Advisors is an independent investment advisory and wealth management firm located in California's Silicon Valley and the Seattle region, serving individuals and families across the country. The firm specializes in managing the complexities of wealth by offering comprehensive financial planning, investment advisory services, and values-based investing, tailored to client needs. Their experienced team provides personalized guidance to financially successful individuals and families who seek to navigate complex financial situations. The firm's mission is to simplify clients' financial lives, allowing them to focus on their passions.Explore more
Bordeaux Wealth Advisors Org Chart
NC
Senior Wealth Advisor
SM
Senior Wealth Advisor
GK
Client Services Assistant
Get the full picture
Sign in to uncover key details.
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Bordeaux Wealth Advisors your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Website visits: Recent activity has been detected on your website
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Bordeaux Wealth Advisors, which may be a good buyer, showed buying intent in Masked Content Topic
Earning: See what the market has to say on Bordeaux Wealth Advisors recently announced quarterly report
Product Launch: Get notified when Bordeaux Wealth Advisors launches new products
Congratulate Masked Content for being promoted to Masked Content at Bordeaux Wealth Advisors
Click to see if Bordeaux Wealth Advisors had a recent Job posting/layoffs
Check out if Bordeaux Wealth Advisors is spiking on competitors!
Funding: Get notified immidiatlly once Bordeaux Wealth Advisors has new funding data
Check if Bordeaux Wealth Advisors has recently received funding, and reach out quickly before it becomes old news!
Recommended Actions
Find VP level buyers at Bordeaux Wealth Advisors
Find 3 more new buyers
Compare Similar Companies to Bordeaux Wealth Advisors
Compare insights from companies similar to Bordeaux Wealth Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Bordeaux Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Bordeaux Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bordeaux Wealth Advisors.
Bordeaux Wealth Advisors Tech Stack
A closer look at the technologies used by Bordeaux Wealth Advisors
Most Recent Scoops
Mergers & Acquisitions (M&A)
Bordeaux Wealth Advisors has entered into an agreement to be acquired by The Executive Wealth Group.
Mergers & Acquisitions
Award
Award
Facilities Relocation / Expansion
Bordeaux Wealth Advisors is planning to move its offices in April 2024. The move will impact approximately 10 employees at their existing office located at 1550 El Camino Real, Suite 100, Menlo Park, CA.
Award
Facilities Relocation / Expansion
Facilities Relocation/Expansion
Bordeaux Wealth Advisors News & Media
Bordeaux Wealth Advisors Reaches Major Milestone
Growing boutique wealth management firm surpasses $4 billion in assets under management (PRWeb March 08, 2022) Read the full story at https://www.prweb.com/releases/bordeaux_wealth_advisors_reaches_major_milestone/prweb18536766.htmBordeaux Wealth Advisors CEO Named to Barron’s List of Top 100 Independent Advisors
West Coast wealth management firm CEO recognized for the 12th year (PRWeb September 21, 2021) Read the full story at https://www.prweb.com/releases/bordeaux_wealth_advisors_ceo_named_to_barrons_list_of_top_100_independent_advisors/prweb18209053.htmBordeaux Wealth Advisors Named to Top 50 Fastest-Growing RIAs List
Boutique wealth management firm is No. 2 in Northern California (PRWeb July 26, 2021) Read the full story at https://www.prweb.com/releases/bordeaux_wealth_advisors_named_to_top_50_fastest_growing_rias_list/prweb18089506.htmBordeaux Wealth Advisors Makes Barron’s 2020 List of Top 100...
West Coast wealth management firm CEO recognized for the 11th year (PRWeb September 21, 2020) Read the full story at https://www.prweb.com/releases/bordeaux_wealth_advisors_makes_barrons_2020_list_of_top_100_independent_advisors/prweb17408355.htm
Read more news
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Bordeaux Wealth Advisors
Sign Up For FreeTo access detailed company insights
Bordeaux Wealth Advisors is an independent investment advisory and wealth management firm located in California's Silicon Valley and the Seattle region, serving individuals and families across the country. The firm specializes in managing the complexities of wealth by offering comprehensive financial planning, investment advisory services, and valu... Read More
