&Partners
Finance · United States · 51-200 Employees
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Overview
Headquarters
United StatesWebsite
www.andpartners.comRevenue
$194.7 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About &Partners
&Partners was founded by a seasoned team of executives dedicated to creating a visionary wealth management firm that places advisors and their clients at the center of everything the company do. Advisors at &Partners have access to other tenured advisors, an on-call CIO team, plus a robust, tech-enabled platform all designed to allow them to seize emerging opportunities and adapt to evolving client needs.Explore more
&Partners Org Chart
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Company Profile Activity
Activity Insights
&Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
&Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about &Partners.
&Partners Tech Stack
A closer look at the technologies used by &Partners
Most Recent Scoops
Project
&Partners has shown an interest in procuring solutions related to customer loyalty management such as Comarch Loyalty Management.
Spending/Investment, Customer Engagement, Relationship Marketing, Customer Retention & Development
Facilities Relocation / Expansion
&Partners is planning to move offices in May 2026. The move will impact approximately 9 employees at the existing office located at 1221 S Mopac Expy, Austin, TX.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
&Partners is planning to move offices in June 2025. The move will impact approximately 150 employees at the existing office located at 95 Burlington Street West, Toronto, ON.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Facilities Relocation/Expansion, Real Estate
&Partners News & Media
AndPartners Calls for More Women Advisors to Help Steward Historic Wealth Transfer to Women
&Partners is calling on the wealth management industry to better serve women, who are projected to control an estimated $34 trillion over two decades.AndPartners Tops $25B in Client Assets to Start 2025: An ambitious start for a new wealth management firm aimed at changing the industry for the better
&Partners has onboarded over $25 billion in client assets, catapulting the firm into the top hybrid RIA wealth managers by size in just 18 months.
Read more news
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&Partners was founded by a seasoned team of executives dedicated to creating a visionary wealth management firm that places advisors and their clients at the center of everything the company do. Advisors at &Partners have access to other tenured advisors, an on-call CIO team, plus a robust, tech-enabled platform all designed to allow them to seize... Read More
