The Tate Group

Accounting for Legal Practices · California, United States · 11-50 Employees

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Overview

Headquarters

1881 Page Mill Rd Ste 100, Palo Alto, Ca...

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
1
1
1
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1

About The Tate Group

TATE Group is a specialized CPA firm dedicated to serving high-net-worth individuals and families, offering tailored tax consulting and wealth management services. They provide expertise in tax planning and compliance, stock option planning, and wealth management, focusing on minimizing tax burdens while maximizing growth potential. With a commitment to precision and confidentiality, TATE Group navigates the complexities of substantial wealth to deliver sophisticated financial strategies. Their integrated approach ensures that clients' unique financial goals are met with personalized expertise.Explore more
The Tate Group's Social MediaPopular SearchesThe Tate GroupTate Capital IncSIC Code 87,872NAICS Code 54,541Show more

The Tate Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Tate Group

<$5M
11-50
Private
-
2020
$5M
11-50
Private
-
2000
TH
Tavis HolsingerFinancial Advisor
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$5M
1-10
Private
-
2008
N/A
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
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Company Profile Activity

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Among all Business Services companies

Low Activity

High Activity

Activity Insights

The Tate Group is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

The Tate Group is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about The Tate Group.

The Tate Group Tech Stack

A closer look at the technologies used by The Tate Group

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding The Tate Group

What is The Tate Group's official website?
The Tate Group's official website is www.tategrp.com
What is The Tate Group's Revenue?
The Tate Group's revenue is <$5 Million
What is The Tate Group's SIC code?
The Tate Group's SIC: 87,872
What is The Tate Group's NAICS code?
The Tate Group's NAICS: 54,541
How many employees does The Tate Group have?
The Tate Group has 11-50 employees
What industry does The Tate Group belong to?
The Tate Group is in the industry of: Accounting for Legal Practices, Business Services
What is The Tate Group competition?
The Tate Group top competitors include: Pillar Wealth Management, Aspen Wealth Management, Focus Financial Network, Bay Harbor Wealth Management
What technology does The Tate Group use?
Some of the popular technologies that The Tate Group uses are: Joomla, reCAPTCHA, Google Universal Analytics, Sentry
What does The Tate Group do?

TATE Group is a specialized CPA firm dedicated to serving high-net-worth individuals and families, offering tailored tax consulting and wealth management services. They provide expertise in tax planning and compliance, stock option planning, and wealth management, focusing on minimizing tax burdens while maximizing growth potential. With a commitme... nt to precision and confidentiality, TATE Group navigates the complexities of substantial wealth to deliver sophisticated financial strategies. Their integrated approach ensures that clients' unique financial goals are met with personalized expertise.Read More

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

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