SlateStone Wealth
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
4495 Military Trl Ste 207, Jupiter, Flor...Phone Number
(561) 244-2504Website
www.slatestone.comRevenue
$9 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
2
2
2
1
About SlateStone Wealth
SlateStone Wealth provides comprehensive wealth management solutions aimed at financial growth and independence. They focus on building enduring partnerships with clients, offering tailored asset management and life guidance to help achieve personal and financial goals. Their services are particularly geared towards high-net-worth individuals, including specialized support for women seeking clarity and control over their financial futures. The firm emphasizes a long-term perspective in their advisory relationships, ensuring that clients can fulfill their aspirations and create lasting legacies.Explore more
SlateStone Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
SlateStone Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
SlateStone Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SlateStone Wealth.
SlateStone Wealth financials insights
Gather financial insights about SlateStone Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
SlateStone Wealth Tech Stack
A closer look at the technologies used by SlateStone Wealth
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Most Recent Scoops
New Hire
Executive Move
Executive Moves, New Hire
Event
Person-Based
Kenneth Polcari, Chief Market Strategist, appeared on a podcast called "Wealthion - Be Financially Resilient" on 01/09/2025. Topics discussed include Inflation, yields, volatility, AI, energy.
Events, Podcast
Facilities Relocation / Expansion
SlateStone Wealth is planning to move offices in January 2024. The move will impact approximately 15 employees at the existing office located at 661 University Boulevard
, Suite # 100, Jupiter, FL.
Facilities Relocation/Expansion
Funding
SlateStone Wealth News & Media
SlateStone Wealth Welcomes Temperance Partners as a Strategic Investor
JUPITER, Fla.--(BUSINESS WIRE)--SlateStone Wealth, LLC (“SlateStone”) a Registered Investment Adviser (RIA) based in Jupiter, Florida today announces a strategic partnership with Temperance Partners (“Temperance”), a private investment firm backed by family office capital with a long-term focus. With this investment, SlateStone is well positioned for continued meaningful organic and inorganic growth opportunities. It will also allow for future investments in technology, talent, and the additionSlatestone Wealth Analyst Is A Buyer Of Oil Stocks With Safe Dividend
Slatestone Wealth's Kenny Polcari spoke on CNBC's "Squawk Box Asia" about the stocks he would own in the energy sector. read moreCNBC Contributor Kenny Polcari Joins SlateStone Wealth As Consultant And Senior Market Strategist
JUPITER, Fla., Dec. 2, 2019 /PRNewswire/ -- SlateStone Wealth, LLC (SlateStone) is pleased to announce that CNBC Contributor and financial market specialist, Kenny Polcari, has joined the firm as a Consultant and Senior Market Strategist. As a Market Analyst on CNBC, Polcari is a...CNBC Contributor Kenny Polcari Joins SlateStone Wealth As Consultant And Senior Market Strategist
SlateStone Wealth, LLC (SlateStone) is pleased to announce that CNBC Contributor and financial market specialist, Kenny Polcari, has joined the firm as a Consultant and Senior Market Strategist. As a Market Analyst on CNBC, Polcari is a well-known personality in the financial services industry. He brings over thirty years of investment and market experience to SlateStone.
Read more news
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SlateStone Wealth provides comprehensive wealth management solutions aimed at financial growth and independence. They focus on building enduring partnerships with clients, offering tailored asset management and life guidance to help achieve personal and financial goals. Their services are particularly geared towards high-net-worth individuals, incl... Read More
