Jordan Park
Highly Engaged Employees
Highly Engaged EmployeesFinance · California, United States · 51-200 Employees
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Overview
Headquarters
100 Pine St Ste 2600, San Francisco, Cal...Phone Number
(415) 417-3000Website
www.jordanpark.comRevenue
$11.1 MillionIndustry
ZI Rank: 4
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About Jordan Park
Jordan Park is a financial services firm that focuses on helping clients manage and grow their wealth in alignment with their personal values and goals. The company offers a range of investment and wealth management services tailored to meet the unique needs of its clients. Their intended clientele includes individuals and families seeking to enhance their financial well-being while staying true to their purpose. Jordan Park emphasizes a purpose-driven approach to wealth management.Explore more
Jordan Park Org Chart
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Activity Insights
Jordan Park is experiencing very low activity levels compared to other companies in the Finance sector.
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Jordan Park is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Jordan Park.
Jordan Park Tech Stack
A closer look at the technologies used by Jordan Park
Most Recent Scoops
New Hire
Executive Move
Jordan Park has announced that Douglas Flanzer has joined the organization as Chief Technology Officer.
Executive Moves, New Hire
Project
Spending/Investment
Open Position
Facilities Relocation / Expansion
Jordan Park is planning to move its offices in November 2022. The move will impact approximately 35 employees at their existing office located at 1 World Trade Center, New York, NY.
Promotion
Executive Move
Jordan Park News & Media
Fintech Platform Ethic Raises $50 Million in Series C Funding
New funding will help Ethic accelerate transition to sustainable investing and support continued scale. Round sees participation from Jordan Park Group, UBS, and other backers (PRWeb September 14, 2022) Read the full story at https://www.prweb.com/releases/fintech_platform_ethic_raises_50_million_in_series_c_funding/prweb18894184.htmMatter Health Raises $35 Million in Series A to Solve Health Crisis at Home for Older Adults
NASHVILLE, Tenn.--(BUSINESS WIRE)--Matter Health today announced a $35 million Series A financing led by the Jordan Park Group, helping further a remarkable new model of primary care focused on solving the health crisis at home for older adults. Matter Health’s unique model brings a total healthcare solution directly to patients through partnerships with affordable housing developments where Matter operates primary care clinics embedded within the community. Clinics offer holistic, preventativeJordan Park Group Gains Approval for Perspecta Trust Acquisition from New Hampshire Banking Department
San Francisco, Nov. 13, 2020 (GLOBE NEWSWIRE) -- Jordan Park Group, an independent financial advisory firm, today announced it has received regulatory approval from the New Hampshire Banking Department (NHBD) to acquire Perspecta Trust, which provides fiduciary, investment management, and wealth transfer planning services. The acquisition brings together two firms that serve a similar client base of ultra-high-net-worth individuals and families and will enable the new entity to offer a more robu
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Jordan Park is a financial services firm that focuses on helping clients manage and grow their wealth in alignment with their personal values and goals. The company offers a range of investment and wealth management services tailored to meet the unique needs of its clients. Their intended clientele includes individuals and families seeking to enhan... Read More
