Empirical Wealth Management
Finance · Washington, United States · 11-50 Employees
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Overview
Headquarters
1420 5th Ave Ste 3150, Seattle, Washingt...Phone Number
(206) 923-3474Website
www.empirical.netRevenue
$15.5 MillionIndustry
ZI Rank: 3
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
3
2
2
3
About Empirical Wealth Management
Empirical Wealth Management provides unbiased financial planning and investment solutions tailored to meet the needs of business owners, self-directed investors, and individuals navigating life transitions. Their services include tailored investment management, retirement planning, tax planning, and executive compensation strategies. With a team of experts and a coordinated approach, they aim to integrate and prioritize all areas of clients' financial lives. Founded in 2006, the firm manages over $7.7 billion in assets and serves clients across 41 states.Explore more
Empirical Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Empirical Wealth Manageme...
$15.5M
11-50
Private
<$5M
2007
LE
Lorne EnquistChief Financial Officer & Principal
Company Profile Activity
Activity Insights
Empirical Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Empirical Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Empirical Wealth Management.
Empirical Wealth Management financials insights
Gather financial insights about Empirical Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Empirical Wealth Management Tech Stack
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Most Recent Scoops
Hiring Plans
Empirical Wealth Management has more open roles in Finance than it has had at any time in the past 12 months.
Hiring Plans
Project
Empirical Wealth Management has shown an interest in procuring solutions related to incentives and compensation management such as Vistex.
Spending/Investment, Sales, Employee Engagement, Compensation & Benefits, Finance
Hiring Plans
Empirical Wealth Management has more open roles in Finance than it has had at any time in the past 12 months.
Hiring Plans
Facilities Relocation / Expansion
Empirical Wealth Management is planning to move offices in January 2025. The move will impact approximately 10 employees at the existing office located at 805 Sw Broadway, Suite #2400, Portland, OR.
Facilities Relocation/Expansion
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Empirical Wealth Management provides unbiased financial planning and investment solutions tailored to meet the needs of business owners, self-directed investors, and individuals navigating life transitions. Their services include tailored investment management, retirement planning, tax planning, and executive compensation strategies. With a team of... Read More
