Mapstone
Likely to Engage tag.Highly Engaged Employees

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

765 Jefferson Rd Fl 3 Ste 310, Rochester...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Mapstone

Mapstone Veritas is a comprehensive wealth management firm based in Rochester, New York, providing asset management, financial and estate planning, and business strategies since 1970. The firm is dedicated to being a trusted advisor for successful professionals, their businesses, and families, with a strong emphasis on client investment and support. With over 292 combined years of experience among its partners, Mapstone Veritas has established itself as a valuable resource in the financial advisory space. The firm has been recognized as a Platinum Paramount Planning Group by Equitable Advisors, highlighting its commitment to excellence in wealth management.Explore more
Mapstone's Social MediaPopular SearchesMapstoneSIC Code 62,628NAICS Code 52,523Show more

Mapstone Org Chart

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JL
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Manager, Operations

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JS
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Client Service Operations Associate

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CB
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Service Operations Associate

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WH
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Producer Assistant

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AG
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Producer Assistant

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RH
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Assistant To Jeremy Krog

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mapstone

<$5M
11-50
Private
-
1970
JL
Jacob LanaManager, Operations
$14.6M
11-50
Private
-
2015
Dallas George, President & Managing Partner at Waypoint Financial Partners
Dallas GeorgePresident & Managing Partner
<$5M
11-50
Private
-
2006
SR
Sarina RyczekVice President, Client Success & Chief Human Resources Officer
<$5M
1-10
Private
-
-
AK
Adam KohnManaging Director
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
-
LL
Lindsey LewisAdministrative Assistant
<$5M
1-10
Private
-
2014
RR
Renee RiggleOffice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Mapstone is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Mapstone is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mapstone.

Mapstone Tech Stack

A closer look at the technologies used by Mapstone

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Frequently Asked Questions Regarding Mapstone

What is Mapstone's official website?
Mapstone's official website is www.mapstoneveritas.com
What is Mapstone's Revenue?
Mapstone's revenue is <$5 Million
What is Mapstone's SIC code?
Mapstone's SIC: 62,628
What is Mapstone's NAICS code?
Mapstone's NAICS: 52,523
How many employees does Mapstone have?
Mapstone has 11-50 employees
What industry does Mapstone belong to?
Mapstone is in the industry of: Finance, Securities Trading
What is Mapstone competition?
Mapstone top competitors include: Nelson Financial Services, Watermark Capital Management, Bay Harbor Wealth Management, Waypoint Financial Partners
What technology does Mapstone use?
Some of the popular technologies that Mapstone uses are: DocuSign, reCAPTCHA, Cloudflare CDN, Fidelity
What does Mapstone do?

Mapstone Veritas is a comprehensive wealth management firm based in Rochester, New York, providing asset management, financial and estate planning, and business strategies since 1970. The firm is dedicated to being a trusted advisor for successful professionals, their businesses, and families, with a strong emphasis on client investment and support... . With over 292 combined years of experience among its partners, Mapstone Veritas has established itself as a valuable resource in the financial advisory space. The firm has been recognized as a Platinum Paramount Planning Group by Equitable Advisors, highlighting its commitment to excellence in wealth management.Read More

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

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