DeVoe

Business Services · California, United States · 11-50 Employees

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Overview

Headquarters

901 Mission St Ste 105, San Francisco, C...

Phone Number

(415) 813-5066

Revenue

<$5 Million

Industry

Business Services Project Management

About DeVoe

DeVoe & Company is a premier consulting firm and investment bank that specializes in providing services exclusively to wealth management companies, particularly Registered Investment Advisors (RIAs). Their experienced team offers a range of services including consulting, M&A advisory, valuation, and growth strategies to help advisory firms navigate transitions and achieve their goals. With a strong track record of over 950 engagements and 89 RIA transactions, they are dedicated to delivering measurable results and practical guidance tailored to the unique needs of their clients. DeVoe & Company aims to empower advisory firms by enhancing their decision-making processes and fostering sustainable growth.Explore more
DeVoe's Social MediaSIC Code 87,874NAICS Code 54,541Show more

DeVoe Org Chart

PhoneEmail
TV
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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

DeVoe

<$5M
11-50
Private
-
2011
TV
Tom ValverdeManaging Director
<$5M
11-50
Private
-
2017
KH
Kayla HagedornDirector, Marketing
<$5M
11-50
Private
-
1917
DS
Derek StegengaVice President, Wealth Management
<$5M
1-10
Private
-
2009
CK
Casey KraskoVice President
<$5M
1-10
Private
<$5M
2001
KC
Kimberly ClayFounding Principal, Director of Marketing Research
Illustration of an envelope

DeVoe Tech Stack

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Frequently Asked Questions Regarding DeVoe

What is DeVoe's official website?
DeVoe's official website is www.devoeandcompany.com
What is DeVoe's Revenue?
DeVoe's revenue is <$5 Million
What is DeVoe's SIC code?
DeVoe's SIC: 87,874
What is DeVoe's NAICS code?
DeVoe's NAICS: 54,541
How many employees does DeVoe have?
DeVoe has 11-50 employees
What industry does DeVoe belong to?
DeVoe is in the industry of: Business Services, Project Management
What is DeVoe competition?
DeVoe top competitors include: SkyView Partners, DSB Wealth, Bancography, Greenberg Advisors
What technology does DeVoe use?
Some of the popular technologies that DeVoe uses are: Google AdSense, HubSpot, Gusto, QuickBooks
How do I contact DeVoe?
DeVoe contact info: Phone number: (415) 813-5066 Website: www.devoeandcompany.com
What does DeVoe do?

DeVoe & Company is a premier consulting firm and investment bank that specializes in providing services exclusively to wealth management companies, particularly Registered Investment Advisors (RIAs). Their experienced team offers a range of services including consulting, M&A advisory, valuation, and growth strategies to help advisory firms navigate... transitions and achieve their goals. With a strong track record of over 950 engagements and 89 RIA transactions, they are dedicated to delivering measurable results and practical guidance tailored to the unique needs of their clients. DeVoe & Company aims to empower advisory firms by enhancing their decision-making processes and fostering sustainable growth.Read More

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

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