Levatus

Finance · Massachusetts, United States · 51-200 Employees

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Overview

Headquarters

129 Newbury St Ste 300, Boston, Massachu...

Phone Number

(617) 505-4710

Website

www.levatuswealth.com

Revenue

$8.4 Million

Industry

Finance Securities Trading

About Levatus

Levatus Wealth is a private wealth management firm based in Boston, MA, and Providence, RI, specializing in providing female-led wealth counsel, advisory, and investment management services. The firm caters to a diverse clientele, including multi-generational families, young entrepreneurs, individuals undergoing life transitions, and business owners, focusing on the integration of financial strategy and quality of life. With a commitment to exceptional service and core values such as honesty and empathy, Levatus aims to empower clients to fully realize the impact of their wealth across generations. Their offerings include integrated wealth services, succession planning, and tailored investment strategies.Explore more
Levatus's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Levatus Org Chart

Susan Dahl, Chief Executive Officer & Founder at Levatus
United States flag for contact location.
Susan Dahl

Chief Executive Officer & Founder

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ED
United States flag for contact location.
Elizabeth Darling

Senior Client Advisor

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Levatus

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2017
Susan Dahl, Chief Executive Officer & Founder at Levatus
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Illustration of an envelope

Levatus Tech Stack

A closer look at the technologies used by Levatus

PHP

By

PHP
Google Universal Analytics

By

Google
Cloudflare CDN

By

Cloudflare
Squarespace Online Stores

By

Squarespace
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Frequently Asked Questions Regarding Levatus

What is Levatus's official website?
Levatus's official website is www.levatuswealth.com What is Levatus's Revenue?
Levatus's revenue is $8.4 Million What is Levatus's SIC code?
Levatus's SIC: 62,628 What is Levatus's NAICS code?
Levatus's NAICS: 52,523 How many employees does Levatus have?
Levatus has 51-200 employees What industry does Levatus belong to?
Levatus is in the industry of: Finance, Securities Trading What is Levatus competition?
Levatus top competitors include: Insigneo Securities, BOK Financial Private Wealth, Evercore Wealth Management, Bartlett & Co. What technology does Levatus use?
Some of the popular technologies that Levatus uses are: PHP, Google Universal Analytics, Cloudflare CDN, Squarespace Online Stores How do I contact Levatus?
Levatus contact info: Phone number: (617) 505-4710 Website: www.levatuswealth.com What does Levatus do?

Levatus Wealth is a private wealth management firm based in Boston, MA, and Providence, RI, specializing in providing female-led wealth counsel, advisory, and investment management services. The firm caters to a diverse clientele, including multi-generational families, young entrepreneurs, individuals undergoing life transitions, and business owner... s, focusing on the integration of financial strategy and quality of life. With a commitment to exceptional service and core values such as honesty and empathy, Levatus aims to empower clients to fully realize the impact of their wealth across generations. Their offerings include integrated wealth services, succession planning, and tailored investment strategies.Read More

 What are Levatus social media links?
Levatus Linkedin page Levatus Twitter page Levatus Facebook page Is Levatus a public company?
Levatus is private company therefore does not currently have an official ticker symbol
See more information about Levatus

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