Mapstone
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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 Lending & Brokerage

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. Established in 1970, the firm has built a reputation as a trusted advisor for successful professionals, their businesses, and families. With over 292 years of combined experience among its partners, the firm is dedicated to being a valuable resource for its clients. MAPSTONE | VERITAS has been recognized as a Platinum Paramount Planning Group firm by Equitable Advisors, reflecting its commitment to excellence in wealth management.Explore more
Mapstone's Social MediaSIC 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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AG
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Producer Assistant

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RH
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Assistant To Jeremy Krog

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WH
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Producer Assistant

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Compare Similar Companies to Mapstone

Compare insights from companies similar to Mapstone, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
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Mapstone Tech Stack

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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, Lending & Brokerage
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. Established in 1970, the firm has built a reputation as a trusted advisor for successful professionals, their businesses, and families. With over 292 years of combined experie... nce among its partners, the firm is dedicated to being a valuable resource for its clients. MAPSTONE | VERITAS has been recognized as a Platinum Paramount Planning Group firm by Equitable Advisors, reflecting 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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