Prosperian Wealth Management

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

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Overview

Headquarters

800 Westchester Ave Ste N409, Rye Brook,...

Phone Number

(914) 288-8863

Revenue

<$5 Million

Industry

Finance Securities Trading

About Prosperian Wealth Management

Prosperian Wealth Management offers a holistic approach to financial planning, focusing on understanding clients' unique needs and goals. Their services encompass investment strategies, insurance, homebuying, retirement planning, and more, aimed at optimizing clients' personal economies. They primarily serve busy individuals and families who seek assistance in organizing their financial lives and making informed decisions. The firm emphasizes building long-term relationships and providing a sense of security and freedom for their clients.Explore more
Prosperian Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Prosperian Wealth Management Org Chart

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Director, Operations

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Administrative Assistant, Underwriting

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Administrative Assistant, Investments

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Compare Similar Companies to Prosperian Wealth Management

Compare insights from companies similar to Prosperian Wealth Management, 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

Prosperian Wealth Managem...

<$5M
11-50
Private
-
2010
SV
Sharon VaimbergDirector, Operations
$7.2M
1-10
Private
-
2001
LS
Levi SchuckVice President
<$5M
1-10
Private
-
2006
WR
William RenyeDirector, Portfolio Management
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Prosperian Wealth Management Tech Stack

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Frequently Asked Questions Regarding Prosperian Wealth Management

What is Prosperian Wealth Management's official website?
Prosperian Wealth Management's official website is www.prosperianwealth.com
What is Prosperian Wealth Management's Revenue?
Prosperian Wealth Management's revenue is <$5 Million
What is Prosperian Wealth Management's SIC code?
Prosperian Wealth Management's SIC: 62,628
What is Prosperian Wealth Management's NAICS code?
Prosperian Wealth Management's NAICS: 52,523
How many employees does Prosperian Wealth Management have?
Prosperian Wealth Management has 11-50 employees
What industry does Prosperian Wealth Management belong to?
Prosperian Wealth Management is in the industry of: Finance, Securities Trading
What is Prosperian Wealth Management competition?
Prosperian Wealth Management top competitors include: Marciano Wealth Advisors, Profectus Financial Partners, Veritas Wealth Advisors
What technology does Prosperian Wealth Management use?
Some of the popular technologies that Prosperian Wealth Management uses are: Cloudflare Website Optimization, Datadog, Wistia, Google Tag Manager
How do I contact Prosperian Wealth Management?
Prosperian Wealth Management contact info: Phone number: (914) 288-8863 Website: www.prosperianwealth.com
What does Prosperian Wealth Management do?

Prosperian Wealth Management offers a holistic approach to financial planning, focusing on understanding clients' unique needs and goals. Their services encompass investment strategies, insurance, homebuying, retirement planning, and more, aimed at optimizing clients' personal economies. They primarily serve busy individuals and families who seek a... ssistance in organizing their financial lives and making informed decisions. The firm emphasizes building long-term relationships and providing a sense of security and freedom for their clients.Read More

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

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