Offit Capital
Finance · New York, United States · 51-200 Employees
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Overview
Headquarters
485 Lexington Ave Fl 24, New York City, ...Phone Number
(212) 588-3240Website
www.offitcapital.comRevenue
$51 MillionIndustry
ZI Rank: 3
Signal Type
Dec
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ZI Rank
3
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3
About Offit Capital
Offit Capital is an SEC-registered investment advisory firm founded in 2007, dedicated to providing customized investment management services. The firm primarily serves wealthy individuals, multi-generational families, endowments, and foundations, focusing on helping them achieve their long-term financial objectives. With a commitment to investment professionalism and client service, Offit Capital operates with maximum flexibility to deliver conflict-free, objective investment advice. Their approach combines extensive experience and a deep understanding of clients' financial goals, ensuring transparency and fiduciary care.Explore more
Offit Capital Org Chart
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Co-Chief Investment Officer & Chief Economist
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Activity Insights
Offit Capital is experiencing very low activity levels compared to other companies in the Finance sector.
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Offit Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Offit Capital.
Offit Capital Tech Stack
A closer look at the technologies used by Offit Capital
Most Recent Scoops
Funding
Funding
Project
A high-level source has indicated that the largest upcoming technology based project will focus on data entry for a new platform which will incorporate several functions including manager performance and construction portfolio management. Todd Petzel serves as Chief Investment Officer.
Data Management, Enterprise Software, Workforce Management, Construction
Project
A high-level source has indicated that initiatives related to data security are currently in progress. The organization plans to increase the current budget to support these efforts. Offit Capital is currently leveraging a contingent workforce. Vincent Rella currently serves as Chief Financial Officer.
Application Development, Information Security, Request for Proposal (RFP), Data Management, Contingent Workforce, Information Governance
Project
A high-level source has indicated that initiatives related to cash management are currently in progress. The current budget is staying the same. Vincent Rella currently serves as Chief Financial Officer.
Request for Proposal (RFP), Accounting, Financial Systems
Project
Business Intelligence, Request for Proposal (RFP), Analytics & Insights, Financial Systems
Offit Capital News & Media
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Offit Capital is an SEC-registered investment advisory firm founded in 2007, dedicated to providing customized investment management services. The firm primarily serves wealthy individuals, multi-generational families, endowments, and foundations, focusing on helping them achieve their long-term financial objectives. With a commitment to investment... Read More
