Tolleson Wealth Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · Texas, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
5550 Preston Rd, Dallas, Texas, 75205, U...Phone Number
(214) 252-3033Website
www.tollesonwealth.comRevenue
$61.1 MillionIndustry
ZI Rank: 4
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
3
3
3
4
4
4
About Tolleson Wealth Management
Tolleson Wealth Management is a family-run financial services firm established in 1997, dedicated to simplifying the financial lives of wealthy individuals and their families. They offer a comprehensive suite of services including investment management, estate planning, tax strategy, private banking, and philanthropy. The firm aims to address the unique complexities faced by affluent families, providing tailored solutions that align with their values and long-term goals. With a focus on family engagement and legacy, Tolleson Wealth Management partners with clients to navigate financial opportunities and challenges.Explore more
Tolleson Wealth Management Org Chart
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 Tolleson Wealth Management your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Congratulate Masked Content for being promoted to Masked Content at Tolleson Wealth Management
Website visits: Recent activity has been detected on your website
Tolleson Wealth Management, which may be a good buyer, showed buying intent in Masked Content Topic
Check out if Tolleson Wealth Management is spiking on competitors!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Product Launch: Get notified when Tolleson Wealth Management launches new products
Earning: See what the market has to say on Tolleson Wealth Management recently announced quarterly report
Check if Tolleson Wealth Management has recently received funding, and reach out quickly before it becomes old news!
Funding: Get notified immidiatlly once Tolleson Wealth Management has new funding data
Click to see if Tolleson Wealth Management had a recent Job posting/layoffs
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 2 more new buyers
Compare Similar Companies to Tolleson Wealth Management
Compare insights from companies similar to Tolleson Wealth Management, 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
Tolleson Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Tolleson Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Tolleson Wealth Management.
Tolleson Wealth Management Tech Stack
A closer look at the technologies used by Tolleson Wealth Management
See more technologies
Most Recent Scoops
Person-Based
Award
Open Position
Open Position
Open Position
Hiring Plans
Hiring Plans
Tolleson Wealth Management News & Media
Global Digital Agency PMG Names New Chief People Officer - D Magazine
Plus, Tolleson Wealth Management adds directors, Avocados From Mexico promotes two, CallisonRTKL expands its design team, and more.Tyler Technologies Appoints COO and VP to Lead Cloud Strategy Team
Plus, Tolleson Wealth Management appoints a CFO, JPI names divisional president and managing partner, and other DFW executive personnel moves.Tolleson Wealth Management Names Rick Lafitte as New President of Tolleson Private Bank
DALLAS, April 2, 2019 /PRNewswire/ -- Tolleson Wealth Management is pleased to announce the hire of Rick Lafitte to serve as president of Tolleson Private Bank. In this role, Lafitte brings 35 years of experience in banking and financial services to the Tolleson Wealth Management family....State housing agency enters $12 million loan syndication to offer qualified homebuyers low-cost assistance
AUSTIN, Texas, Oct. 15, 2018 /PRNewswire/ -- KEY POINTS Loan syndication is for $12 million Funding to help with down payment, closing costs Building on the first public-private partnerships in single-family housing finance Syndication loan unlocks additional funds for qualified...
Read more news
Top Finance Companies
Top companies in Canada by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Tolleson Wealth Management
Sign Up For FreeTo access detailed company insights
Tolleson Wealth Management is a family-run financial services firm established in 1997, dedicated to simplifying the financial lives of wealthy individuals and their families. They offer a comprehensive suite of services including investment management, estate planning, tax strategy, private banking, and philanthropy. The firm aims to address the u... Read More
