Schechter Wealth
Finance · Michigan, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
251 Pierce St, Birmingham, Michigan, 480...Phone Number
(248) 731-9500Website
www.schechterwealth.comRevenue
$6.1 MillionIndustry
ZI Rank: 3
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
2
2
2
3
About Schechter Wealth
Schechter is a boutique, third-generation wealth advisory & financial services firm. For 80 over years, the company's multi-disciplined team consisting of JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants have been quietly advising wealthy families and strategic partners on financial matters including institutional quality investment advisory services, private capital, alternative investments, advanced life insurance planning, income & estate taxes, business succession, and charitable planning.Explore more
Schechter Wealth Org Chart
LM
Underwriting Case Manager
TH
Underwriting Case Manager
Get the full picture
Sign in to uncover key details.
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Schechter Wealth your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Earning: See what the market has to say on Schechter Wealth recently announced quarterly report
Check out if Schechter Wealth is spiking on competitors!
Congratulate Masked Content for being promoted to Masked Content at Schechter Wealth
Product Launch: Get notified when Schechter Wealth launches new products
Funding: Get notified immidiatlly once Schechter Wealth has new funding data
Click to see if Schechter Wealth had a recent Job posting/layoffs
Website visits: Recent activity has been detected on your website
Check if Schechter Wealth has recently received funding, and reach out quickly before it becomes old news!
Schechter Wealth, which may be a good buyer, showed buying intent in Masked Content Topic
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find more new buyers
Compare Similar Companies to Schechter Wealth
Compare insights from companies similar to Schechter Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Schechter Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Schechter Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Schechter Wealth.
Schechter Wealth Tech Stack
A closer look at the technologies used by Schechter Wealth
See more technologies
Most Recent Scoops
Project
Schechter Wealth has shown an interest in procuring solutions related to sales training and onboarding such as MindTickle.
Spending/Investment, Training, Sales, Employee Relations, Recruitment, Sales Training, Talent Acquisition
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Award
Award
Award
Award
Project
Operating Systems, Software, Workforce Management, Office Operations, Facilities Management
Schechter Wealth News & Media
Schechter Investment Advisors Adds Chicago Presence, Reaches $2 Billion AUM in Asset Acquisition of Coe Capital Management
BIRMINGHAM, Mich., Oct. 15, 2021 /PRNewswire/ -- Schechter Investment Advisors, LLC ("Schechter") a Michigan based independent, financial advisory firm announced today the acquisition of the majority of assets of Coe Capital Management, LLC ("CCM"). This move extends Schechter's...Schechter Investment Advisors Adds Colorado Investment Professional Ann-Marie Sandquist as a Senior Advisor
BIRMINGHAM, Mich., July 20, 2021 /PRNewswire/ -- Schechter Investment Advisors, an independent registered investment advisor, has announced the addition of Ann-Marie Sandquist as a senior advisor. Sandquist is an accomplished financial professional, with more than 24 years of experience...Schechter Investment Advisors Adds Joseph Drozd as a Senior Investment Advisor
BIRMINGHAM, Mich., April 13, 2021 /PRNewswire/ -- Schechter Investment Advisors ("SIA"), an independent registered investment advisor firm, has announced the addition of Joseph Drozd, Jr., CFA® as a senior investment advisor. This is the fourth high-level hire for SIA since Q4 2020. Drozd...Schechter Investment Advisors Adds Michael B. Schoffman as a Senior Advisor
BIRMINGHAM, Mich., March 1, 2021 /PRNewswire/ -- Schechter Investment Advisors ("SIA"), an independent registered investment advisor firm, has announced the addition of Michael B. Schoffman, CFP®, CDFA®, CRPC® as a Senior Advisor. Schoffman is a senior investment services professional...
Read more news
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Schechter Wealth
Sign Up For FreeTo access detailed company insights
Schechter is a boutique, third-generation wealth advisory & financial services firm. For 80 over years, the company's multi-disciplined team consisting of JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants have been quietly advising wealthy families and strategic partners on financial matters incl... Read More
