UHNWI Services

Finance · Delaware, United States · 1-10 Employees

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Overview

Headquarters

8 The Grn Ste 11487, Dover, Delaware, 19...

Phone Number

(917) 410-3400

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Project Management
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
2

About UHNWI Services

UHNWI Services is a consulting firm that specializes in providing bespoke services to ultra high net worth individuals, family offices, and wealth managers. Their offerings include wealth management, real estate, art, car collections, startup investments, personal assistance, travel, and relocation services. The firm prides itself on using the latest technology to deliver personalized solutions tailored to the unique needs and preferences of each client. With a strong network within the wealthy community, UHNWI Services is recognized as a premier source for exclusive off-market luxury investments.Explore more
UHNWI Services's Social MediaPopular SearchesUHNWI Services LLCUHNWI ServicesSIC Code 62,628NAICS Code 52,523Show more

UHNWI Services Org Chart

PhoneEmail
GB
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Chief of Staff

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

UHNWI Services

<$5M
1-10
Private
-
2017
GB
Georgina BaurChief of Staff
$5M
11-50
Private
-
2000
SS
Steve SmallChief Compliance Officer & Registered Investment Advisor & Representative
<$5M
1-10
Private
-
1997
BO
Brian O'ConnellPartner, Financial Advisor
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2016
JK
Jacob KozmicFounder & CEO
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2018
CS
Connee SullivanHead Managing Director, Family Office Services
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

UHNWI Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

UHNWI Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about UHNWI Services.

UHNWI Services Tech Stack

A closer look at the technologies used by UHNWI Services

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Frequently Asked Questions Regarding UHNWI Services

What is UHNWI Services's official website?
UHNWI Services's official website is uhnwi.services
What is UHNWI Services's Revenue?
UHNWI Services's revenue is <$5 Million
What is UHNWI Services's SIC code?
UHNWI Services's SIC: 62,628
What is UHNWI Services's NAICS code?
UHNWI Services's NAICS: 52,523
How many employees does UHNWI Services have?
UHNWI Services has 1-10 employees
What industry does UHNWI Services belong to?
UHNWI Services is in the industry of: Finance, Business Services, Securities Trading
What is UHNWI Services competition?
UHNWI Services top competitors include: Pillar Wealth Management, SineCera Capital, Kozmic1 Global Wealth Management, Aspen Wealth Management
What technology does UHNWI Services use?
Some of the popular technologies that UHNWI Services uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact UHNWI Services?
UHNWI Services contact info: Phone number: (917) 410-3400 Website: uhnwi.services
What does UHNWI Services do?

UHNWI Services is a consulting firm that specializes in providing bespoke services to ultra high net worth individuals, family offices, and wealth managers. Their offerings include wealth management, real estate, art, car collections, startup investments, personal assistance, travel, and relocation services. The firm prides itself on using the late... st technology to deliver personalized solutions tailored to the unique needs and preferences of each client. With a strong network within the wealthy community, UHNWI Services is recognized as a premier source for exclusive off-market luxury investments.Read More

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

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