Delegate Advisors
Finance · North Carolina, United States · 11-50 Employees
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Overview
Headquarters
101 Glen Lennox Dr Ste 150, Chapel Hill,...Website
www.delegateadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Delegate Advisors
Delegate Advisors is an independent wealth advisory firm that specializes in managing wealth and creating effective financial plans for families. Their services include wealth management, estate and philanthropy planning, private investments, risk management, and cash management. The firm aims to streamline clients' financial lives and investments to help them achieve long-term financial objectives. Delegate Advisors primarily serves families and individuals seeking comprehensive wealth management solutions.Explore more
Delegate Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Delegate Advisors
<$5M
11-50
Private
-
2012
RB
Robert BordenChief Investment Officer & Chief Financial Officer & Managing Partner
Company Profile Activity
Activity Insights
Delegate Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Delegate Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Delegate Advisors.
Delegate Advisors Tech Stack
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Delegate Advisors News & Media
Delegate Advisors Names President and Chief Investment Officer
CHAPEL HILL, N.C.--(BUSINESS WIRE)--Delegate Advisors hires Benjamin Thompson as Chief Investment Officer.Delegate Advisors Wins Multi-Family Office Award from Family Wealth Report
As part of the 2018 Family Wealth Report Awards, the Firm is Recognized in the Multi-Family Office (Up to and Including $2.5 billion AuM/AuA) Category
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Frequently Asked Questions Regarding Delegate Advisors
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Delegate Advisors is an independent wealth advisory firm that specializes in managing wealth and creating effective financial plans for families. Their services include wealth management, estate and philanthropy planning, private investments, risk management, and cash management. The firm aims to streamline clients' financial lives and investments... Read More
