Empire State Wealth Management

Finance · 1-10 Employees

View Company Info for Free

Overview

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Empire State Wealth Management

Empire State Wealth Management offers holistic wealth solutions tailored to clients' financial needs from young adulthood through retirement. They provide experienced financial guidance on various topics, including retirement preparation and managing 401(k) accounts. The firm serves clients seeking sound financial advice and is registered to sell securities and insurance in multiple states. As a certified financial planner and investment adviser representative, they aim to be a lifelong financial partner for their clients.Explore more
Popular SearchesEmpire State Wealth Management LLCEmpire State Wealth ManagementVoya Financial Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Empire State Wealth Management Org Chart

PhoneEmail
DC

Financial Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Empire State Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Empire State Wealth Management

Compare insights from companies similar to Empire State Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Empire State Wealth Manag...

<$5M
1-10
Private
-
2020
DC
Deborah CollinsFinancial Advisor
$9.3M
11-50
Private
<$5M
2012
Christopher Kizis, Managing Director at TRUE Private Wealth Advisors
Christopher KizisManaging Director
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1984
JH
Jeffrey HillFounder & Relationship Manager
<$5M
1-10
Private
-
2018
JB
John BilliterSenior Wealth Advisor
<$5M
1-10
Private
-
2019
RG
Rosa GolishBook Keeper Comptroller
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Empire State Wealth Management Tech Stack

A closer look at the technologies used by Empire State Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Empire State Wealth Management

What is Empire State Wealth Management's official website?
Empire State Wealth Management's official website is www.empirestatewm.com
What is Empire State Wealth Management's Revenue?
Empire State Wealth Management's revenue is <$5 Million
What is Empire State Wealth Management's SIC code?
Empire State Wealth Management's SIC: 62,628
What is Empire State Wealth Management's NAICS code?
Empire State Wealth Management's NAICS: 52,523
How many employees does Empire State Wealth Management have?
Empire State Wealth Management has 1-10 employees
What industry does Empire State Wealth Management belong to?
Empire State Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Empire State Wealth Management competition?
Empire State Wealth Management top competitors include: Ambient Financial Advisors, Matthew Boudreaux, Founders Wealth Advisors, Quadrant Family Wealth Advisors
What technology does Empire State Wealth Management use?
Some of the popular technologies that Empire State Wealth Management uses are: Amazon Web Hosting
What does Empire State Wealth Management do?

Empire State Wealth Management offers holistic wealth solutions tailored to clients' financial needs from young adulthood through retirement. They provide experienced financial guidance on various topics, including retirement preparation and managing 401(k) accounts. The firm serves clients seeking sound financial advice and is registered to sell s... ecurities and insurance in multiple states. As a certified financial planner and investment adviser representative, they aim to be a lifelong financial partner for their clients.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.