Evercore Wealth Management
Finance · New York, United States · 51-200 Employees
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Overview
Headquarters
55 E 52nd St Fl 23, New York, New York, ...Phone Number
(212) 822-7692Revenue
$5.2 MillionIndustry
About Evercore Wealth Management
Evercore Wealth Management is the wealth management division of Evercore, a global independent investment advisory headquartered in New York City. Founded in 2008, the firm operates as a registered investment advisor with multiple locations across North America. The company specializes in delivering customized investment management, financial planning, trust and custody services to high net worth individuals, families and related institutions throughout the United States. Evercore Wealth Management offers comprehensive financial solutions with expertise in investment advisory services for affluent clients seeking wealth preservation and growth strategies.Explore more
Evercore Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Evercore Wealth Managemen...
$5.2M
51-200
Private
-
2008
JA
Jill AguadoManaging Director, Chief of Staff
Evercore Wealth Management Tech Stack
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Evercore Wealth Management is the wealth management division of Evercore, a global independent investment advisory headquartered in New York City. Founded in 2008, the firm operates as a registered investment advisor with multiple locations across North America. The company specializes in delivering customized investment management, financial plann... Read More
