GoalVest Advisory
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
33 W 60th St Fl 2, New York, New York, 1...Website
www.goalvestadvisory.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
2
2
1
2
About GoalVest Advisory
GoalVest Advisory is a boutique wealth management firm that specializes in providing tailored financial solutions for high-net-worth individuals with investable assets of $2 million or more. The company offers exclusive investment opportunities, including venture capital and structured notes, combined with personalized support to help clients achieve elevated financial success. Founded by Sevasti Balafas, the firm aims to deliver sophisticated investment strategies without the high barriers typically associated with traditional family offices. GoalVest Advisory focuses on empowering clients to feel confident and in control of their finances while navigating complex financial landscapes.Explore more
GoalVest Advisory Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2000
Daniel MoskowitzAt Chatham Wealth Management President & Chief Investment Officer
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
GoalVest Advisory is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
GoalVest Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about GoalVest Advisory.
GoalVest Advisory Tech Stack
A closer look at the technologies used by GoalVest Advisory
Most Recent Scoops
Person-Based
Person-Based
Event
Person-Based
Sevasti Balafas, Chief Executive Officer & Founder, appeared on a podcast called "Bloomberg Surveillance" on 08/04/2025. Topics discussed include Market outlook, Fed rate cut, economic data.
Events, Podcast
Event
Person-Based
Sevasti Balafas, Chief Executive Officer & Founder, appeared on a podcast called "Bloomberg Businessweek" on 03/26/2025. Topics discussed include Copper tariffs, safe havens, AI revolution.
Events, Podcast
Person-Based
GoalVest Advisory News & Media
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Frequently Asked Questions Regarding GoalVest Advisory
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GoalVest Advisory is a boutique wealth management firm that specializes in providing tailored financial solutions for high-net-worth individuals with investable assets of $2 million or more. The company offers exclusive investment opportunities, including venture capital and structured notes, combined with personalized support to help clients achie... Read More
